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True Wealth Design’s Levi Strauss LEVI Stock Holding History

True Wealth Design’s Portfolio LEVI Stock Details LEVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.17K Sell
168
-20
-11% -$451 ﹤0.01% 1403
2026
Q1 		$3.48K Sell
188
-23
-11% -$471 ﹤0.01% 1344
2025
Q4 		$4.38K Buy
211
+22
+12% +$474 ﹤0.01% 1141
2025
Q3 		$4.4K Hold
189
– – ﹤0.01% 1128
2025
Q2 		$3.5K Buy
189
+87
+85% +$1.45K ﹤0.01% 956
2025
Q1 		$1.59K Buy
+102
New +$1.77K ﹤0.01% 1092
2023
Q3 		– Sell
-1
Closed -$15 – 796
2023
Q2 		$15 Hold
1
– – ﹤0.01% 780
2023
Q1 		$19 Hold
1
– – ﹤0.01% 855
2022
Q4 		$16 Buy
+1
New +$16 ﹤0.01% 800

Other funds holding LEVI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

True Wealth Design reduced its Levi Strauss (LEVI) stake by 11% in Q2 2026, selling an estimated $451 and leaving 168 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

True Wealth Design first reported a position in LEVI in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.4K in Q3 2025. 315 funds tracked by Wall St. Rank hold LEVI as of Q2 2026.

  • True Wealth Design held 168 shares of Levi Strauss worth $4.17K as of Q2 2026.
  • True Wealth Design sold 20 Levi Strauss shares in Q2 2026, an estimated $451.
  • Levi Strauss made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1403 holding.
  • True Wealth Design first reported a position in Levi Strauss in Q4 2022 and has held it in 9 quarters since.
  • True Wealth Design's Levi Strauss position peaked at $4.4K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Levi Strauss as of Q2 2026.

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