TWD
FC icon

True Wealth Design’s Franklin Covey FC Stock Holding History

True Wealth Design’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$246 Buy
10
+4
+67% +$91 ﹤0.01% 2401
2026
Q1 		$95 Buy
6
+5
+500% +$82 ﹤0.01% 2480
2025
Q4 		$17 Sell
1
-61
-98% -$1.02K ﹤0.01% 2491
2025
Q3 		$1.2K Buy
62
+21
+51% +$416 ﹤0.01% 1692
2025
Q2 		$936 Buy
41
+27
+193% +$597 ﹤0.01% 1496
2025
Q1 		$387 Buy
+14
New +$463 ﹤0.01% 1655
2024
Q4 		– Sell
-40
Closed -$1.65K – 1413
2024
Q3 		$1.65K Buy
+40
New +$1.6K ﹤0.01% 841

Other funds holding FC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

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

True Wealth Design increased its Franklin Covey (FC) stake by 67% in Q2 2026, buying an estimated $91 and bringing the position to 10 shares worth $246. The position accounts for ﹤0.01% of the portfolio, ranked #2401.

True Wealth Design first reported a position in FC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.65K in Q3 2024. 113 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • True Wealth Design held 10 shares of Franklin Covey worth $246 as of Q2 2026.
  • True Wealth Design bought 4 Franklin Covey shares in Q2 2026, an estimated $91.
  • Franklin Covey made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2401 holding.
  • True Wealth Design first reported a position in Franklin Covey in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's Franklin Covey position peaked at $1.65K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

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