True Wealth Design’s St. Joe Company JOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.76K	Sell	108 -11	-9%	-$722	﹤0.01%	1198
2026 Q1	$7.47K	Hold	119	–	–	﹤0.01%	1077
2025 Q4	$7.07K	Sell	119 -6	-5%	-$336	﹤0.01%	965
2025 Q3	$6.18K	Buy	125 +5	+4%	+$252	﹤0.01%	1000
2025 Q2	$5.72K	Buy	120 +84	+233%	+$3.76K	﹤0.01%	753
2025 Q1	$1.69K	Buy	36 +29	+414%	+$1.36K	﹤0.01%	1069
2024 Q4	$315	Sell	7 -24	-77%	-$1.24K	﹤0.01%	1159
2024 Q3	$1.81K	Buy	+31	New	+$1.82K	﹤0.01%	820

Other funds holding JOE

FCM

Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

True Wealth Design reduced its St. Joe Company (JOE) stake by 9.2% in Q2 2026, selling an estimated $722 and leaving 108 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

True Wealth Design first reported a position in JOE in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.47K in Q1 2026. 320 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

True Wealth Design held 108 shares of St. Joe Company worth $6.76K as of Q2 2026.
True Wealth Design sold 11 St. Joe Company shares in Q2 2026, an estimated $722.
St. Joe Company made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1198 holding.
True Wealth Design first reported a position in St. Joe Company in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's St. Joe Company position peaked at $7.47K in Q1 2026.
320 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

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