True Wealth Design’s Castle Biosciences CSTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1K	Buy	42 +40	+2,000%	+$891	﹤0.01%	1978
2026 Q1	$50	Sell	2 -3	-60%	-$98	﹤0.01%	2563
2025 Q4	$195	Buy	5 +4	+400%	+$129	﹤0.01%	2232
2025 Q3	$23	Buy	+1	New	+$20	﹤0.01%	2651
2025 Q2	–	Sell	-201	Closed	-$4.03K	–	2636
2025 Q1	$4.03K	Buy	201 +200	+20,000%	+$4.95K	﹤0.01%	754
2024 Q4	$27	Buy	+1	New	+$30	﹤0.01%	1334

Other funds holding CSTL

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

True Wealth Design increased its Castle Biosciences (CSTL) stake by 2,000% in Q2 2026, buying an estimated $891 and bringing the position to 42 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

True Wealth Design first reported a position in CSTL in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.03K in Q1 2025. 9 funds tracked by Wall St. Rank hold CSTL as of Q2 2026.

True Wealth Design held 42 shares of Castle Biosciences worth $1K as of Q2 2026.
True Wealth Design bought 40 Castle Biosciences shares in Q2 2026, an estimated $891.
Castle Biosciences made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1978 holding.
True Wealth Design first reported a position in Castle Biosciences in Q4 2024 and has held it in 6 quarters since.
True Wealth Design's Castle Biosciences position peaked at $4.03K in Q1 2025.
9 funds tracked by Wall St. Rank held Castle Biosciences as of Q2 2026.

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