True Wealth Design’s National Vision EYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.5K	Hold	519	–	–	﹤0.01%	1141
2026 Q2	$9.87K	Sell	519 -1	-0.2%	-$20	﹤0.01%	1064
2026 Q1	$13.5K	Hold	520	–	–	﹤0.01%	868
2025 Q4	$13.4K	Hold	520	–	–	﹤0.01%	751
2025 Q3	$15.2K	Hold	520	–	–	﹤0.01%	703
2025 Q2	$12K	Hold	520	–	–	﹤0.01%	511
2025 Q1	$6.65K	Buy	520 +1	+0.2%	+$12	﹤0.01%	597
2024 Q4	$5.41K	Buy	519 +287	+124%	+$3.14K	﹤0.01%	519
2024 Q3	$2.53K	Buy	+232	New	+$2.71K	﹤0.01%	722

Other funds holding EYE

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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

FFO

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

True Wealth Design held its National Vision (EYE) position steady in Q3 2026 at 519 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

True Wealth Design first reported a position in EYE in Q3 2024 and has held it in 9 quarters since. The position peaked at $15.2K in Q3 2025. 11 funds tracked by Wall St. Rank hold EYE as of Q3 2026.

True Wealth Design held 519 shares of National Vision worth $8.5K as of Q3 2026.
True Wealth Design left its National Vision share count unchanged in Q3 2026.
National Vision made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1141 holding.
True Wealth Design first reported a position in National Vision in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's National Vision position peaked at $15.2K in Q3 2025.
11 funds tracked by Wall St. Rank held National Vision as of Q3 2026.

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