True Wealth Design
INFU icon

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
2026
Q3 		$477 Buy
+37
New +$417 ﹤0.01% 2144
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

Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

True Wealth Design opened a new position in InfuSystem Holdings (INFU) in Q3 2026: 37 shares worth $477. The stake represents ﹤0.01% of the portfolio and ranks #2144 among its holdings. This is a return to the name: True Wealth Design previously reported a position in INFU as recently as Q3 2025.

True Wealth Design first reported a position in INFU in Q1 2025 and has held it in 4 quarters since. The position peaked at $593 in Q2 2025. 11 funds tracked by Wall St. Rank hold INFU as of Q3 2026.

  • True Wealth Design held 37 shares of InfuSystem Holdings worth $477 as of Q3 2026.
  • InfuSystem Holdings was a new True Wealth Design position in Q3 2026.
  • InfuSystem Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2144 holding.
  • True Wealth Design first reported a position in InfuSystem Holdings in Q1 2025 and has held it in 4 quarters since.
  • True Wealth Design's InfuSystem Holdings position peaked at $593 in Q2 2025.
  • 11 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q3 2026.

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