True Wealth Design’s Diebold Nixdorf DBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02K	Sell	12 -5	-29%	-$402	﹤0.01%	1966
2026 Q1	$1.28K	Sell	17 -1	-6%	-$74	﹤0.01%	1713
2025 Q4	$1.22K	Buy	18 +8	+80%	+$500	﹤0.01%	1639
2025 Q3	$571	Hold	10	–	–	﹤0.01%	1963
2025 Q2	$554	Buy	+10	New	+$469	﹤0.01%	1701

Other funds holding DBD

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

Torren Management San Diego, California $197M AUM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return