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True Wealth Design’s InfuSystem Holdings INFU Stock Holding History

True Wealth Design’s Portfolio INFU Stock Details INFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9
Closed -$94 – 2686
2025
Q3 		$94 Sell
9
-86
-91% -$714 ﹤0.01% 2454
2025
Q2 		$593 Buy
95
+78
+459% +$431 ﹤0.01% 1677
2025
Q1 		$92 Buy
+17
New +$124 ﹤0.01% 2220

Other funds holding INFU

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return

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

True Wealth Design sold out of InfuSystem Holdings (INFU) in Q4 2025, closing a stake of 9 shares — an estimated $94 sold.

True Wealth Design first reported a position in INFU in Q1 2025 and held it in 3 quarters. The position peaked at $593 in Q2 2025. 102 funds tracked by Wall St. Rank hold INFU as of Q4 2025.

  • True Wealth Design reported no remaining InfuSystem Holdings position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 9 InfuSystem Holdings shares in Q4 2025, an estimated $94.
  • True Wealth Design first reported a position in InfuSystem Holdings in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's InfuSystem Holdings position peaked at $593 in Q2 2025.
  • 102 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q4 2025.

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