True Wealth Design’s Critical Metals Corp CRML Stock Holding History

True Wealth Design’s Portfolio CRML Stock Details CRML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18K	Hold	1,759	–	–	﹤0.01%	845
2026 Q1	$14K	Hold	1,759	–	–	﹤0.01%	853
2025 Q4	$12.2K	Hold	1,759	–	–	﹤0.01%	788
2025 Q3	$10.9K	Hold	1,759	–	–	﹤0.01%	801
2025 Q2	$6.3K	Buy	1,759 +1,747	+14,558%	+$3.19K	﹤0.01%	726
2025 Q1	$17	Buy	12 +9	+300%	+$41	﹤0.01%	2609
2024 Q4	$21	Buy	+3	New	+$20	﹤0.01%	1341

Other funds holding CRML

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

True Wealth Design's CRML Position: Q2 2026 in Review

True Wealth Design held its Critical Metals Corp (CRML) position steady in Q2 2026 at 1,759 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

True Wealth Design first reported a position in CRML in Q4 2024 and has held it in 7 quarters since. 170 funds tracked by Wall St. Rank hold CRML as of Q2 2026.

True Wealth Design held 1,759 shares of Critical Metals Corp worth $18K as of Q2 2026.
True Wealth Design left its Critical Metals Corp share count unchanged in Q2 2026.
Critical Metals Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #845 holding.
True Wealth Design first reported a position in Critical Metals Corp in Q4 2024 and has held it in 7 quarters since.
170 funds tracked by Wall St. Rank held Critical Metals Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.