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 Q3	$4.95K	Buy	251 +83	+49%	+$1.86K	﹤0.01%	1344
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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

True Wealth Design increased its Levi Strauss (LEVI) stake by 49% in Q3 2026, buying an estimated $1.86K and bringing the position to 251 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

True Wealth Design first reported a position in LEVI in Q4 2022 and has held it in 10 quarters since. 15 funds tracked by Wall St. Rank hold LEVI as of Q3 2026.

True Wealth Design held 251 shares of Levi Strauss worth $4.95K as of Q3 2026.
True Wealth Design bought 83 Levi Strauss shares in Q3 2026, an estimated $1.86K.
Levi Strauss made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1344 holding.
True Wealth Design first reported a position in Levi Strauss in Q4 2022 and has held it in 10 quarters since.
15 funds tracked by Wall St. Rank held Levi Strauss as of Q3 2026.

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