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True Wealth Design’s IMAX IMAX Stock Holding History

True Wealth Design’s Portfolio IMAX Stock Details IMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10
Closed -$328 – 2684
2025
Q3 		$328 Buy
+10
New +$284 ﹤0.01% 2152

Other funds holding IMAX

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

True Wealth Design's IMAX Position: Q4 2025 in Review

True Wealth Design sold out of IMAX (IMAX) in Q4 2025, closing a stake of 10 shares — an estimated $328 sold.

True Wealth Design first reported a position in IMAX in Q3 2025 and held it in 1 quarter. The position peaked at $328 in Q3 2025. 238 funds tracked by Wall St. Rank hold IMAX as of Q4 2025.

  • True Wealth Design reported no remaining IMAX position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 10 IMAX shares in Q4 2025, an estimated $328.
  • True Wealth Design first reported a position in IMAX in Q3 2025 and held it in 1 quarter.
  • True Wealth Design's IMAX position peaked at $328 in Q3 2025.
  • 238 funds tracked by Wall St. Rank held IMAX as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.