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True Wealth Design’s KB Home KBH Stock Holding History

True Wealth Design’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8
Closed -$414 – 2775
2026
Q1 		$414 Sell
8
-51
-86% -$3K ﹤0.01% 2114
2025
Q4 		$3.32K Buy
59
+29
+97% +$1.78K ﹤0.01% 1253
2025
Q3 		$1.9K Buy
30
+12
+67% +$726 ﹤0.01% 1481
2025
Q2 		$954 Buy
+18
New +$957 ﹤0.01% 1482
2024
Q2 		– Sell
-11,511
Closed -$816K – 807
2024
Q1 		$816K Buy
+11,511
New +$734K 0.2% 82

Other funds holding KBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

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

True Wealth Design sold out of KB Home (KBH) in Q2 2026, closing a stake of 8 shares — an estimated $414 sold.

True Wealth Design first reported a position in KBH in Q1 2024 and held it in 5 quarters. The position peaked at $816K in Q1 2024. 378 funds tracked by Wall St. Rank hold KBH as of Q2 2026.

  • True Wealth Design reported no remaining KB Home position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 8 KB Home shares in Q2 2026, an estimated $414.
  • True Wealth Design first reported a position in KB Home in Q1 2024 and held it in 5 quarters.
  • True Wealth Design's KB Home position peaked at $816K in Q1 2024.
  • 378 funds tracked by Wall St. Rank held KB Home as of Q2 2026.

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