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True Wealth Design’s Graham Corp GHM Stock Holding History

True Wealth Design’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$991 Sell
8
-8
-50% -$794 ﹤0.01% 1982
2026
Q1 		$1.26K Hold
16
– – ﹤0.01% 1723
2025
Q4 		$1.03K Hold
16
– – ﹤0.01% 1694
2025
Q3 		$879 Hold
16
– – ﹤0.01% 1796
2025
Q2 		$793 Sell
16
-17
-52% -$630 ﹤0.01% 1563
2025
Q1 		$952 Buy
+33
New +$1.25K ﹤0.01% 1279

Other funds holding GHM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

True Wealth Design reduced its Graham Corp (GHM) stake by 50% in Q2 2026, selling an estimated $794 and leaving 8 shares worth $991. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

True Wealth Design first reported a position in GHM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.26K in Q1 2026. 18 funds tracked by Wall St. Rank hold GHM as of Q2 2026.

  • True Wealth Design held 8 shares of Graham Corp worth $991 as of Q2 2026.
  • True Wealth Design sold 8 Graham Corp shares in Q2 2026, an estimated $794.
  • Graham Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1982 holding.
  • True Wealth Design first reported a position in Graham Corp in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Graham Corp position peaked at $1.26K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Graham Corp as of Q2 2026.

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