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True Wealth Design’s Hippo Holdings HIPO Stock Holding History

True Wealth Design’s Portfolio HIPO Stock Details HIPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$893 Buy
29
+19
+190% +$594 ﹤0.01% 1958
2026
Q2 		$283 Buy
+10
New +$266 ﹤0.01% 2369
2023
Q2 		– Sell
-100
Closed -$1.62K – 826
2023
Q1 		$1.62K Hold
100
– – ﹤0.01% 350
2022
Q4 		$1.36K Buy
+100
New +$1.5K ﹤0.01% 315

Other funds holding HIPO

SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design increased its Hippo Holdings (HIPO) stake by 190% in Q3 2026, buying an estimated $594 and bringing the position to 29 shares worth $893. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

True Wealth Design first reported a position in HIPO in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.62K in Q1 2023. 7 funds tracked by Wall St. Rank hold HIPO as of Q3 2026.

  • True Wealth Design held 29 shares of Hippo Holdings worth $893 as of Q3 2026.
  • True Wealth Design bought 19 Hippo Holdings shares in Q3 2026, an estimated $594.
  • Hippo Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1958 holding.
  • True Wealth Design first reported a position in Hippo Holdings in Q4 2022 and has held it in 4 quarters since.
  • True Wealth Design's Hippo Holdings position peaked at $1.62K in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Hippo Holdings as of Q3 2026.

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