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 Q3	$108	Sell	48 -143	-75%	-$284	﹤0.01%	2436
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design reduced its 8x8 Inc (EGHT) stake by 75% in Q3 2026, selling an estimated $284 and leaving 48 shares worth $108. The position accounts for ﹤0.01% of the portfolio, ranked #2436.

True Wealth Design first reported a position in EGHT in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.07K in Q4 2024. 11 funds tracked by Wall St. Rank hold EGHT as of Q3 2026.

True Wealth Design held 48 shares of 8x8 Inc worth $108 as of Q3 2026.
True Wealth Design sold 143 8x8 Inc shares in Q3 2026, an estimated $284.
8x8 Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2436 holding.
True Wealth Design first reported a position in 8x8 Inc in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's 8x8 Inc position peaked at $4.07K in Q4 2024.
11 funds tracked by Wall St. Rank held 8x8 Inc as of Q3 2026.

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