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True Wealth Design’s EverCommerce EVCM Stock Holding History

True Wealth Design’s Portfolio EVCM Stock Details EVCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10
Closed -$115 – 2730
2026
Q1 		$115 Sell
10
-1
-9% -$11 ﹤0.01% 2443
2025
Q4 		$134 Sell
11
-4
-27% -$43 ﹤0.01% 2290
2025
Q3 		$167 Hold
15
– – ﹤0.01% 2348
2025
Q2 		$158 Buy
15
+3
+25% +$30 ﹤0.01% 2132
2025
Q1 		$121 Buy
+12
New +$122 ﹤0.01% 2132

Other funds holding EVCM

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

True Wealth Design sold out of EverCommerce (EVCM) in Q2 2026, closing a stake of 10 shares — an estimated $115 sold.

True Wealth Design first reported a position in EVCM in Q1 2025 and held it in 5 quarters. The position peaked at $167 in Q3 2025. 9 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

  • True Wealth Design reported no remaining EverCommerce position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 10 EverCommerce shares in Q2 2026, an estimated $115.
  • True Wealth Design first reported a position in EverCommerce in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's EverCommerce position peaked at $167 in Q3 2025.
  • 9 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

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