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True Wealth Design’s iRadimed IRMD Stock Holding History

True Wealth Design’s Portfolio IRMD Stock Details IRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$432 Hold
5
– – ﹤0.01% 2172
2026
Q2 		$478 Sell
5
-4
-44% -$364 ﹤0.01% 2216
2026
Q1 		$867 Hold
9
– – ﹤0.01% 1858
2025
Q4 		$876 Hold
9
– – ﹤0.01% 1756
2025
Q3 		$641 Buy
9
+5
+125% +$333 ﹤0.01% 1926
2025
Q2 		$240 Hold
4
– – ﹤0.01% 2014
2025
Q1 		$210 Buy
+4
New +$225 ﹤0.01% 1932

Other funds holding IRMD

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

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

True Wealth Design held its iRadimed (IRMD) position steady in Q3 2026 at 5 shares worth $432. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

True Wealth Design first reported a position in IRMD in Q1 2025 and has held it in 7 quarters since. The position peaked at $876 in Q4 2025. 20 funds tracked by Wall St. Rank hold IRMD as of Q3 2026.

  • True Wealth Design held 5 shares of iRadimed worth $432 as of Q3 2026.
  • True Wealth Design left its iRadimed share count unchanged in Q3 2026.
  • iRadimed made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2172 holding.
  • True Wealth Design first reported a position in iRadimed in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's iRadimed position peaked at $876 in Q4 2025.
  • 20 funds tracked by Wall St. Rank held iRadimed as of Q3 2026.

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