True Wealth Design’s Ichor Holdings ICHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.6K	Sell	203 -12	-6%	-$836	﹤0.01%	986
2026 Q2	$24.1K	Buy	215 +23	+12%	+$1.66K	0.01%	749
2026 Q1	$8.95K	Hold	192	–	–	﹤0.01%	1008
2025 Q4	$3.54K	Buy	+192	New	+$3.56K	﹤0.01%	1230
2025 Q3	–	Sell	-182	Closed	-$3.58K	–	2797
2025 Q2	$3.58K	Buy	182 +177	+3,540%	+$3.24K	﹤0.01%	946
2025 Q1	$114	Buy	+5	New	+$147	﹤0.01%	2154
2024 Q4	–	Sell	-95	Closed	-$3.02K	–	1438
2024 Q3	$3.02K	Buy	+95	New	+$3.08K	﹤0.01%	685

Other funds holding ICHR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

PIP

Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

True Wealth Design reduced its Ichor Holdings (ICHR) stake by 5.6% in Q3 2026, selling an estimated $836 and leaving 203 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

True Wealth Design first reported a position in ICHR in Q3 2024 and has held it in 7 quarters since. The position peaked at $24.1K in Q2 2026. 118 funds tracked by Wall St. Rank hold ICHR as of Q3 2026.

True Wealth Design held 203 shares of Ichor Holdings worth $12.6K as of Q3 2026.
True Wealth Design sold 12 Ichor Holdings shares in Q3 2026, an estimated $836.
Ichor Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #986 holding.
True Wealth Design first reported a position in Ichor Holdings in Q3 2024 and has held it in 7 quarters since.
True Wealth Design's Ichor Holdings position peaked at $24.1K in Q2 2026.
118 funds tracked by Wall St. Rank held Ichor Holdings as of Q3 2026.

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