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True Wealth Design’s 8x8 Inc EGHT Stock Holding History

True Wealth Design’s Portfolio EGHT Stock Details EGHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$327 Sell
191
-658
-78% -$1.32K ﹤0.01% 2329
2026
Q1 		$1.41K Buy
849
+121
+17% +$248 ﹤0.01% 1679
2025
Q4 		$1.44K Buy
728
+132
+22% +$260 ﹤0.01% 1576
2025
Q3 		$1.26K Buy
596
+508
+577% +$1.02K ﹤0.01% 1670
2025
Q2 		$173 Sell
88
-1,383
-94% -$2.44K ﹤0.01% 2112
2025
Q1 		$2.94K Sell
1,471
-54
-4% -$139 ﹤0.01% 871
2024
Q4 		$4.07K Buy
1,525
+818
+116% +$2.1K ﹤0.01% 569
2024
Q3 		$1.44K Buy
+707
New +$1.56K ﹤0.01% 875

Other funds holding EGHT

MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design reduced its 8x8 Inc (EGHT) stake by 78% in Q2 2026, selling an estimated $1.32K and leaving 191 shares worth $327. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

True Wealth Design first reported a position in EGHT in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.07K in Q4 2024. 9 funds tracked by Wall St. Rank hold EGHT as of Q2 2026.

  • True Wealth Design held 191 shares of 8x8 Inc worth $327 as of Q2 2026.
  • True Wealth Design sold 658 8x8 Inc shares in Q2 2026, an estimated $1.32K.
  • 8x8 Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2329 holding.
  • True Wealth Design first reported a position in 8x8 Inc in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's 8x8 Inc position peaked at $4.07K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held 8x8 Inc as of Q2 2026.

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