True Wealth Design’s Howard Hughes HHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.08K	Buy	113 +110	+3,667%	+$7.16K	﹤0.01%	1148
2026 Q1	$190	Sell	3 -7	-70%	-$525	﹤0.01%	2341
2025 Q4	$798	Buy	+10	New	+$828	﹤0.01%	1787
2025 Q2	–	Sell	-131	Closed	-$9.71K	–	2681
2025 Q1	$9.71K	Sell	131 -122	-48%	-$9.21K	﹤0.01%	481
2024 Q4	$19.5K	Buy	253 +136	+116%	+$10.8K	0.01%	325
2024 Q3	$9.06K	Buy	+117	New	+$8.26K	﹤0.01%	441

Other funds holding HHH

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return