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True Wealth Design’s Ecovyst ECVT Stock Holding History

True Wealth Design’s Portfolio ECVT Stock Details ECVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.46K Hold
148
– – ﹤0.01% 1796
2026
Q2 		$1.84K Hold
148
– – ﹤0.01% 1718
2026
Q1 		$1.9K Hold
148
– – ﹤0.01% 1563
2025
Q4 		$1.44K Sell
148
-17
-10% -$148 ﹤0.01% 1574
2025
Q3 		$1.45K Buy
165
+17
+11% +$150 ﹤0.01% 1611
2025
Q2 		$1.22K Buy
148
+101
+215% +$709 ﹤0.01% 1394
2025
Q1 		$292 Buy
47
+38
+422% +$281 ﹤0.01% 1790
2024
Q4 		$69 Buy
+9
New +$67 ﹤0.01% 1299

Other funds holding ECVT

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's ECVT Position: Q3 2026 in Review

True Wealth Design held its Ecovyst (ECVT) position steady in Q3 2026 at 148 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

True Wealth Design first reported a position in ECVT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.9K in Q1 2026. 9 funds tracked by Wall St. Rank hold ECVT as of Q3 2026.

  • True Wealth Design held 148 shares of Ecovyst worth $1.46K as of Q3 2026.
  • True Wealth Design left its Ecovyst share count unchanged in Q3 2026.
  • Ecovyst made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1796 holding.
  • True Wealth Design first reported a position in Ecovyst in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Ecovyst position peaked at $1.9K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Ecovyst as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.