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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
Q3 		– Sell
-1
Closed -$30 – 2704
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

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design sold out of Lifeway Foods (LWAY) in Q3 2026, closing a stake of 1 share — an estimated $30 sold.

True Wealth Design first reported a position in LWAY in Q3 2024 and held it in 3 quarters. The position peaked at $30 in Q2 2026. 5 funds tracked by Wall St. Rank hold LWAY as of Q3 2026.

  • True Wealth Design reported no remaining Lifeway Foods position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 1 Lifeway Foods share in Q3 2026, an estimated $30.
  • True Wealth Design first reported a position in Lifeway Foods in Q3 2024 and held it in 3 quarters.
  • True Wealth Design's Lifeway Foods position peaked at $30 in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Lifeway Foods as of Q3 2026.

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