True Wealth Design
FMC icon

True Wealth Design’s FMC FMC Stock Holding History

True Wealth Design’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.53K Sell
732
-1,691
-70% -$18.5K ﹤0.01% 1239
2026
Q2 		$27.9K Buy
2,423
+382
+19% +$5.33K 0.01% 699
2026
Q1 		$35.1K Buy
+2,041
New +$30.5K 0.01% 509
2025
Q4 		– Sell
-703
Closed -$23.6K – 2651
2025
Q3 		$23.6K Sell
703
-919
-57% -$35.9K 0.01% 547
2025
Q2 		$67.7K Buy
1,622
+1,414
+680% +$56.2K 0.02% 163
2025
Q1 		$8.78K Buy
208
+191
+1,124% +$8.48K ﹤0.01% 512
2024
Q4 		$827 Sell
17
-1,019
-98% -$59.5K ﹤0.01% 987
2024
Q3 		$68.3K Buy
+1,036
New +$63.4K 0.03% 87
2024
Q2 		– Sell
-5
Closed -$319 – 800
2024
Q1 		$319 Buy
5
+2
+67% +$117 ﹤0.01% 707
2023
Q4 		$190 Hold
3
– – ﹤0.01% 684
2023
Q3 		$201 Hold
3
– – ﹤0.01% 640
2023
Q2 		$314 Hold
3
– – ﹤0.01% 570
2023
Q1 		$367 Hold
3
– – ﹤0.01% 597
2022
Q4 		$374 Buy
+3
New +$368 ﹤0.01% 533

Other funds holding FMC

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Dorato Capital Management
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

True Wealth Design reduced its FMC (FMC) stake by 70% in Q3 2026, selling an estimated $18.5K and leaving 732 shares worth $6.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

True Wealth Design first reported a position in FMC in Q4 2022 and has held it in 14 quarters since. The position peaked at $68.3K in Q3 2024. 46 funds tracked by Wall St. Rank hold FMC as of Q3 2026.

  • True Wealth Design held 732 shares of FMC worth $6.53K as of Q3 2026.
  • True Wealth Design sold 1,691 FMC shares in Q3 2026, an estimated $18.5K.
  • FMC made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1239 holding.
  • True Wealth Design first reported a position in FMC in Q4 2022 and has held it in 14 quarters since.
  • True Wealth Design's FMC position peaked at $68.3K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held FMC as of Q3 2026.

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