TWD
FRHC icon

True Wealth Design’s Freedom Holding FRHC Stock Holding History

True Wealth Design’s Portfolio FRHC Stock Details FRHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2
Closed -$244 – 2752
2025
Q4 		$244 Hold
2
– – ﹤0.01% 2178
2025
Q3 		$345 Hold
2
– – ﹤0.01% 2128
2025
Q2 		$293 Hold
2
– – ﹤0.01% 1943
2025
Q1 		$265 Buy
+2
New +$279 ﹤0.01% 1832

Other funds holding FRHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

True Wealth Design's FRHC Position: Q1 2026 in Review

True Wealth Design sold out of Freedom Holding (FRHC) in Q1 2026, closing a stake of 2 shares — an estimated $244 sold.

True Wealth Design first reported a position in FRHC in Q1 2025 and held it in 4 quarters. The position peaked at $345 in Q3 2025. 141 funds tracked by Wall St. Rank hold FRHC as of Q1 2026.

  • True Wealth Design reported no remaining Freedom Holding position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 2 Freedom Holding shares in Q1 2026, an estimated $244.
  • True Wealth Design first reported a position in Freedom Holding in Q1 2025 and held it in 4 quarters.
  • True Wealth Design's Freedom Holding position peaked at $345 in Q3 2025.
  • 141 funds tracked by Wall St. Rank held Freedom Holding as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.