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True Wealth Design’s Equinor EQNR Stock Holding History

True Wealth Design’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.7K Sell
449
-83
-16% -$3.35K ﹤0.01% 854
2026
Q2 		$16.7K Buy
532
+71
+15% +$2.65K ﹤0.01% 877
2026
Q1 		$19.5K Buy
461
+368
+396% +$11.1K 0.01% 731
2025
Q4 		$2.2K Sell
93
-155
-63% -$3.65K ﹤0.01% 1418
2025
Q3 		$6.05K Buy
248
+162
+188% +$4.06K ﹤0.01% 1007
2025
Q2 		$2.16K Sell
86
-3
-3% -$73 ﹤0.01% 1152
2025
Q1 		$2.35K Sell
89
-4
-4% -$97 ﹤0.01% 950
2024
Q4 		$2.2K Buy
93
+17
+22% +$409 ﹤0.01% 713
2024
Q3 		$1.93K Sell
76
-1
-1% -$26 ﹤0.01% 805
2024
Q2 		$2.2K Buy
77
+17
+28% +$474 ﹤0.01% 353
2024
Q1 		$1.62K Buy
60
+25
+71% +$685 ﹤0.01% 374
2023
Q4 		$1.11K Hold
35
– – ﹤0.01% 346
2023
Q3 		$1.15K Hold
35
– – ﹤0.01% 308
2023
Q2 		$1.02K Sell
35
-3
-8% -$85 ﹤0.01% 324
2023
Q1 		$1.08K Sell
38
-20,397
-100% -$615K ﹤0.01% 397
2022
Q4 		$732K Buy
+20,435
New +$733K 0.34% 79

Other funds holding EQNR

EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
UIM
Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KPPF
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

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

True Wealth Design reduced its Equinor (EQNR) stake by 16% in Q3 2026, selling an estimated $3.35K and leaving 449 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

True Wealth Design first reported a position in EQNR in Q4 2022 and has held it in 16 quarters since. The position peaked at $732K in Q4 2022. 46 funds tracked by Wall St. Rank hold EQNR as of Q3 2026.

  • True Wealth Design held 449 shares of Equinor worth $18.7K as of Q3 2026.
  • True Wealth Design sold 83 Equinor shares in Q3 2026, an estimated $3.35K.
  • Equinor made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #854 holding.
  • True Wealth Design first reported a position in Equinor in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Equinor position peaked at $732K in Q4 2022.
  • 46 funds tracked by Wall St. Rank held Equinor as of Q3 2026.

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