True Wealth Design’s Informatica INFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-107	Closed	-$2.66K	–	2685
2025 Q3	$2.66K	Hold	107	–	–	﹤0.01%	1365
2025 Q2	$2.61K	Buy	107 +72	+206%	+$1.49K	﹤0.01%	1068
2025 Q1	$611	Sell	35 -17	-33%	-$373	﹤0.01%	1468
2024 Q4	$1.35K	Buy	+52	New	+$1.36K	﹤0.01%	845

Other funds holding INFA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

True Wealth Design sold out of Informatica (INFA) in Q4 2025, closing a stake of 107 shares — an estimated $2.66K sold.

True Wealth Design first reported a position in INFA in Q4 2024 and held it in 4 quarters. The position peaked at $2.66K in Q3 2025. 1 fund tracked by Wall St. Rank holds INFA as of Q4 2025.

True Wealth Design reported no remaining Informatica position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 107 Informatica shares in Q4 2025, an estimated $2.66K.
True Wealth Design first reported a position in Informatica in Q4 2024 and held it in 4 quarters.
True Wealth Design's Informatica position peaked at $2.66K in Q3 2025.
1 fund tracked by Wall St. Rank held Informatica as of Q4 2025.

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