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True Wealth Design’s CTS Corp CTS Stock Holding History

True Wealth Design’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2
Closed -$96 – 2705
2026
Q1 		$96 Buy
+2
New +$100 ﹤0.01% 2475
2025
Q4 		– Sell
-6
Closed -$240 – 2624
2025
Q3 		$240 Sell
6
-7
-54% -$290 ﹤0.01% 2258
2025
Q2 		$554 Sell
13
-9
-41% -$363 ﹤0.01% 1700
2025
Q1 		$915 Buy
+22
New +$1.03K ﹤0.01% 1296

Other funds holding CTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

True Wealth Design sold out of CTS Corp (CTS) in Q2 2026, closing a stake of 2 shares — an estimated $96 sold.

True Wealth Design first reported a position in CTS in Q1 2025 and held it in 4 quarters. The position peaked at $915 in Q1 2025. 276 funds tracked by Wall St. Rank hold CTS as of Q2 2026.

  • True Wealth Design reported no remaining CTS Corp position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 2 CTS Corp shares in Q2 2026, an estimated $96.
  • True Wealth Design first reported a position in CTS Corp in Q1 2025 and held it in 4 quarters.
  • True Wealth Design's CTS Corp position peaked at $915 in Q1 2025.
  • 276 funds tracked by Wall St. Rank held CTS Corp as of Q2 2026.

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