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True Wealth Design’s Element Solutions ESI Stock Holding History

True Wealth Design’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.7K Sell
810
-5
-0.6% -$207 0.01% 584
2026
Q1 		$27.8K Hold
815
– – 0.01% 587
2025
Q4 		$20.4K Buy
815
+34
+4% +$883 0.01% 600
2025
Q3 		$19.7K Buy
781
+446
+133% +$11.1K 0.01% 623
2025
Q2 		$7.59K Sell
335
-1,413
-81% -$29.6K ﹤0.01% 671
2025
Q1 		$39.5K Buy
1,748
+638
+57% +$16.3K 0.02% 240
2024
Q4 		$28.2K Buy
1,110
+204
+23% +$5.51K 0.01% 271
2024
Q3 		$24.6K Buy
+906
New +$23.7K 0.01% 294

Other funds holding ESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

True Wealth Design reduced its Element Solutions (ESI) stake by 0.61% in Q2 2026, selling an estimated $207 and leaving 810 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #584.

True Wealth Design first reported a position in ESI in Q3 2024 and has held it in 8 quarters since. The position peaked at $39.5K in Q1 2025. 501 funds tracked by Wall St. Rank hold ESI as of Q2 2026.

  • True Wealth Design held 810 shares of Element Solutions worth $38.7K as of Q2 2026.
  • True Wealth Design sold 5 Element Solutions shares in Q2 2026, an estimated $207.
  • Element Solutions made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #584 holding.
  • True Wealth Design first reported a position in Element Solutions in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Element Solutions position peaked at $39.5K in Q1 2025.
  • 501 funds tracked by Wall St. Rank held Element Solutions as of Q2 2026.

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