True Wealth Design’s e.l.f. Beauty ELF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3	Closed	-$189	–	2651
2025 Q1	$189	Buy	+3	New	+$261	﹤0.01%	1983

Other funds holding ELF

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

True Wealth Design's ELF Position: Q2 2025 in Review

True Wealth Design sold out of e.l.f. Beauty (ELF) in Q2 2025, closing a stake of 3 shares — an estimated $189 sold.

True Wealth Design first reported a position in ELF in Q1 2025 and held it in 1 quarter. The position peaked at $189 in Q1 2025. 496 funds tracked by Wall St. Rank hold ELF as of Q2 2025.

True Wealth Design reported no remaining e.l.f. Beauty position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 3 e.l.f. Beauty shares in Q2 2025, an estimated $189.
True Wealth Design first reported a position in e.l.f. Beauty in Q1 2025 and held it in 1 quarter.
True Wealth Design's e.l.f. Beauty position peaked at $189 in Q1 2025.
496 funds tracked by Wall St. Rank held e.l.f. Beauty as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.