TWD
FCN icon

True Wealth Design’s FTI Consulting FCN Stock Holding History

True Wealth Design’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.2K Sell
55
-111
-67% -$18.2K ﹤0.01% 1138
2026
Q1 		$29.3K Buy
166
+125
+305% +$21.3K 0.01% 566
2025
Q4 		$7K Buy
41
+32
+356% +$5.28K ﹤0.01% 970
2025
Q3 		$1.46K Buy
9
+7
+350% +$1.16K ﹤0.01% 1607
2025
Q2 		$323 Buy
+2
New +$327 ﹤0.01% 1900
2025
Q1 		– Sell
-65
Closed -$12.4K – 2662
2024
Q4 		$12.4K Sell
65
-101
-61% -$20.8K ﹤0.01% 392
2024
Q3 		$37.8K Buy
+166
New +$36.9K 0.01% 192

Other funds holding FCN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

True Wealth Design reduced its FTI Consulting (FCN) stake by 67% in Q2 2026, selling an estimated $18.2K and leaving 55 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

True Wealth Design first reported a position in FCN in Q3 2024 and has held it in 7 quarters since. The position peaked at $37.8K in Q3 2024. 376 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • True Wealth Design held 55 shares of FTI Consulting worth $8.2K as of Q2 2026.
  • True Wealth Design sold 111 FTI Consulting shares in Q2 2026, an estimated $18.2K.
  • FTI Consulting made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1138 holding.
  • True Wealth Design first reported a position in FTI Consulting in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's FTI Consulting position peaked at $37.8K in Q3 2024.
  • 376 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

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