True Wealth Design’s Fermi Inc FRMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-28	Closed	-$164	–	2941
2026 Q1	$164	Buy	+28	New	+$245	﹤0.01%	2372

Other funds holding FRMI

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

OWP

ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Burford Brothers Dallas, Texas $272M AUM 26.98% 1-Year Est. Return

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

True Wealth Design sold out of Fermi Inc (FRMI) in Q2 2026, closing a stake of 28 shares — an estimated $164 sold.

True Wealth Design first reported a position in FRMI in Q1 2026 and held it in 1 quarter. The position peaked at $164 in Q1 2026. 104 funds tracked by Wall St. Rank hold FRMI as of Q2 2026.

True Wealth Design reported no remaining Fermi Inc position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 28 Fermi Inc shares in Q2 2026, an estimated $164.
True Wealth Design first reported a position in Fermi Inc in Q1 2026 and held it in 1 quarter.
True Wealth Design's Fermi Inc position peaked at $164 in Q1 2026.
104 funds tracked by Wall St. Rank held Fermi Inc as of Q2 2026.

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