True Wealth Design’s CyberArk CYBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9	Closed	-$4.01K	–	2737
2025 Q4	$4.01K	Buy	9 +2	+29%	+$963	﹤0.01%	1182
2025 Q3	$3.38K	Buy	+7	New	+$3K	﹤0.01%	1254

Other funds holding CYBR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $314M AUM

True Wealth Design's CYBR Position: Q1 2026 in Review

True Wealth Design sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 9 shares — an estimated $4.01K sold.

True Wealth Design first reported a position in CYBR in Q3 2025 and held it in 2 quarters. The position peaked at $4.01K in Q4 2025. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

True Wealth Design reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 9 CyberArk shares in Q1 2026, an estimated $4.01K.
True Wealth Design first reported a position in CyberArk in Q3 2025 and held it in 2 quarters.
True Wealth Design's CyberArk position peaked at $4.01K in Q4 2025.
3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.