TWD
FLO icon

True Wealth Design’s Flowers Foods FLO Stock Holding History

True Wealth Design’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.7K Buy
3,378
+2,416
+251% +$19.3K 0.01% 714
2026
Q1 		$7.84K Sell
962
-1,658
-63% -$16.6K ﹤0.01% 1052
2025
Q4 		$28.5K Buy
2,620
+1,898
+263% +$22K 0.01% 496
2025
Q3 		$9.42K Buy
722
+622
+622% +$9.43K ﹤0.01% 853
2025
Q2 		$1.6K Buy
100
+53
+113% +$914 ﹤0.01% 1271
2025
Q1 		$894 Buy
+47
New +$898 ﹤0.01% 1303
2024
Q4 		– Sell
-141
Closed -$3.25K – 1417
2024
Q3 		$3.25K Buy
+141
New +$3.2K ﹤0.01% 672

Other funds holding FLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

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

True Wealth Design increased its Flowers Foods (FLO) stake by 251% in Q2 2026, buying an estimated $19.3K and bringing the position to 3,378 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #714.

True Wealth Design first reported a position in FLO in Q3 2024 and has held it in 7 quarters since. The position peaked at $28.5K in Q4 2025. 451 funds tracked by Wall St. Rank hold FLO as of Q2 2026.

  • True Wealth Design held 3,378 shares of Flowers Foods worth $26.7K as of Q2 2026.
  • True Wealth Design bought 2,416 Flowers Foods shares in Q2 2026, an estimated $19.3K.
  • Flowers Foods made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #714 holding.
  • True Wealth Design first reported a position in Flowers Foods in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's Flowers Foods position peaked at $28.5K in Q4 2025.
  • 451 funds tracked by Wall St. Rank held Flowers Foods as of Q2 2026.

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