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True Wealth Design’s Lifeway Foods LWAY Stock Holding History

True Wealth Design’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30 Buy
+1
New +$25 ﹤0.01% 2623
2025
Q4 		– Sell
-1
Closed -$28 – 2716
2025
Q3 		$28 Buy
+1
New +$28 ﹤0.01% 2637
2024
Q4 		– Sell
-1
Closed -$26 – 1456
2024
Q3 		$26 Buy
+1
New +$17 ﹤0.01% 1265

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PLC
Pillsbury Lake Capital San Francisco, California $366M 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
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

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

True Wealth Design opened a new position in Lifeway Foods (LWAY) in Q2 2026: 1 share worth $30. The stake represents ﹤0.01% of the portfolio and ranks #2623 among its holdings. This is a return to the name: True Wealth Design previously reported a position in LWAY as recently as Q3 2025.

True Wealth Design first reported a position in LWAY in Q3 2024 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold LWAY as of Q2 2026.

  • True Wealth Design held 1 share of Lifeway Foods worth $30 as of Q2 2026.
  • Lifeway Foods was a new True Wealth Design position in Q2 2026.
  • Lifeway Foods made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2623 holding.
  • True Wealth Design first reported a position in Lifeway Foods in Q3 2024 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Lifeway Foods as of Q2 2026.

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