True Wealth Design’s Fold Holdings FLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3	Sell	4 -16	-80%	-$8	﹤0.01%	2581
2026 Q2	$10	Buy	20 +14	+233%	+$15	﹤0.01%	2643
2026 Q1	$8	Buy	+6	New	+$10	﹤0.01%	2679

Other funds holding FLD

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design reduced its Fold Holdings (FLD) stake by 80% in Q3 2026, selling an estimated $8 and leaving 4 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

True Wealth Design first reported a position in FLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $10 in Q2 2026. 7 funds tracked by Wall St. Rank hold FLD as of Q3 2026.

True Wealth Design held 4 shares of Fold Holdings worth $3 as of Q3 2026.
True Wealth Design sold 16 Fold Holdings shares in Q3 2026, an estimated $8.
Fold Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2581 holding.
True Wealth Design first reported a position in Fold Holdings in Q1 2026 and has held it in 3 quarters since.
True Wealth Design's Fold Holdings position peaked at $10 in Q2 2026.
7 funds tracked by Wall St. Rank held Fold Holdings as of Q3 2026.

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