True Wealth Design’s Luxfer Holdings LXFR Stock Holding History

True Wealth Design’s Portfolio LXFR Stock Details LXFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$864	Sell	50 -49	-49%	-$839	﹤0.01%	1973
2026 Q2	$1.79K	Buy	99 +7	+8%	+$109	﹤0.01%	1735
2026 Q1	$1.12K	Buy	92 +20	+28%	+$278	﹤0.01%	1766
2025 Q4	$975	Buy	72 +17	+31%	+$221	﹤0.01%	1715
2025 Q3	$765	Buy	55 +50	+1,000%	+$642	﹤0.01%	1851
2025 Q2	$61	Buy	+5	New	+$56	﹤0.01%	2345
2025 Q1	–	Sell	-7	Closed	-$92	–	2673
2024 Q4	$92	Buy	+7	New	+$96	﹤0.01%	1283

Other funds holding LXFR

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

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

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

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

True Wealth Design reduced its Luxfer Holdings (LXFR) stake by 49% in Q3 2026, selling an estimated $839 and leaving 50 shares worth $864. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

True Wealth Design first reported a position in LXFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.79K in Q2 2026. 10 funds tracked by Wall St. Rank hold LXFR as of Q3 2026.

True Wealth Design held 50 shares of Luxfer Holdings worth $864 as of Q3 2026.
True Wealth Design sold 49 Luxfer Holdings shares in Q3 2026, an estimated $839.
Luxfer Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1973 holding.
True Wealth Design first reported a position in Luxfer Holdings in Q4 2024 and has held it in 7 quarters since.
True Wealth Design's Luxfer Holdings position peaked at $1.79K in Q2 2026.
10 funds tracked by Wall St. Rank held Luxfer Holdings as of Q3 2026.

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