TWD
IMMR icon

True Wealth Design’s Immersion IMMR Stock Holding History

True Wealth Design’s Portfolio IMMR Stock Details IMMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$95 Buy
14
+9
+180% +$57 ﹤0.01% 2545
2026
Q1 		$28 Buy
5
+3
+150% +$19 ﹤0.01% 2616
2025
Q4 		$14 Sell
2
-36
-95% -$244 ﹤0.01% 2504
2025
Q3 		$279 Sell
38
-67
-64% -$486 ﹤0.01% 2213
2025
Q2 		$828 Buy
105
+71
+209% +$528 ﹤0.01% 1540
2025
Q1 		$258 Buy
+34
New +$279 ﹤0.01% 1849

Other funds holding IMMR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

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

True Wealth Design increased its Immersion (IMMR) stake by 180% in Q2 2026, buying an estimated $57 and bringing the position to 14 shares worth $95. The position accounts for ﹤0.01% of the portfolio, ranked #2545.

True Wealth Design first reported a position in IMMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $828 in Q2 2025. 8 funds tracked by Wall St. Rank hold IMMR as of Q2 2026.

  • True Wealth Design held 14 shares of Immersion worth $95 as of Q2 2026.
  • True Wealth Design bought 9 Immersion shares in Q2 2026, an estimated $57.
  • Immersion made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2545 holding.
  • True Wealth Design first reported a position in Immersion in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Immersion position peaked at $828 in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Immersion as of Q2 2026.

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