TWD
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True Wealth Design’s Labcorp LH Stock Holding History

True Wealth Design’s Portfolio LH Stock Details LH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.16K Sell
22
-1
-4% -$263 ﹤0.01% 1249
2026
Q1 		$6.14K Sell
23
-7
-23% -$1.9K ﹤0.01% 1129
2025
Q4 		$7.43K Buy
30
+12
+67% +$3.19K ﹤0.01% 948
2025
Q3 		$5.06K Buy
18
+9
+100% +$2.41K ﹤0.01% 1078
2025
Q2 		$2.36K Buy
9
+2
+29% +$487 ﹤0.01% 1114
2025
Q1 		$1.63K Buy
7
+1
+17% +$243 ﹤0.01% 1082
2024
Q4 		$1.38K Sell
6
-182
-97% -$41.8K ﹤0.01% 837
2024
Q3 		$42K Buy
188
+183
+3,660% +$40.2K 0.02% 168
2024
Q2 		$1.02K Buy
5
+1
+25% +$203 ﹤0.01% 504
2024
Q1 		$874 Buy
4
+2
+100% +$441 ﹤0.01% 493
2023
Q4 		$455 Sell
2
-1
-33% -$210 ﹤0.01% 492
2023
Q3 		$604 Sell
3
-3,749
-100% -$791K ﹤0.01% 386
2023
Q2 		$778K Sell
3,752
-9
-0.2% -$1.75K 0.28% 69
2023
Q1 		$741K Buy
3,761
+11
+0.3% +$2.26K 0.31% 83
2022
Q4 		$759K Buy
+3,750
New +$733K 0.35% 70

Other funds holding LH

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

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

True Wealth Design reduced its Labcorp (LH) stake by 4.3% in Q2 2026, selling an estimated $263 and leaving 22 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

True Wealth Design first reported a position in LH in Q4 2022 and has held it in 15 quarters since. The position peaked at $778K in Q2 2023. 265 funds tracked by Wall St. Rank hold LH as of Q2 2026.

  • True Wealth Design held 22 shares of Labcorp worth $6.16K as of Q2 2026.
  • True Wealth Design sold 1 Labcorp share in Q2 2026, an estimated $263.
  • Labcorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1249 holding.
  • True Wealth Design first reported a position in Labcorp in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Labcorp position peaked at $778K in Q2 2023.
  • 265 funds tracked by Wall St. Rank held Labcorp as of Q2 2026.

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