TWD
KE

True Wealth Design’s Kimball Electronics KE Stock Holding History

True Wealth Design’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10
Closed -$237 – 2777
2026
Q1 		$237 Hold
10
– – ﹤0.01% 2291
2025
Q4 		$279 Hold
10
– – ﹤0.01% 2142
2025
Q3 		$299 Hold
10
– – ﹤0.01% 2189
2025
Q2 		$193 Sell
10
-4
-29% -$67 ﹤0.01% 2080
2025
Q1 		$231 Buy
+14
New +$248 ﹤0.01% 1894

Other funds holding KE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

True Wealth Design sold out of Kimball Electronics (KE) in Q2 2026, closing a stake of 10 shares — an estimated $237 sold.

True Wealth Design first reported a position in KE in Q1 2025 and held it in 5 quarters. The position peaked at $299 in Q3 2025. 174 funds tracked by Wall St. Rank hold KE as of Q2 2026.

  • True Wealth Design reported no remaining Kimball Electronics position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 10 Kimball Electronics shares in Q2 2026, an estimated $237.
  • True Wealth Design first reported a position in Kimball Electronics in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Kimball Electronics position peaked at $299 in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2026.

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