True Wealth Design’s Mama's Creations MAMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-38	Closed	-$583	–	2789
2026 Q1	$583	Hold	38	–	–	﹤0.01%	1997
2025 Q4	$513	Hold	38	–	–	﹤0.01%	1942
2025 Q3	$400	Hold	38	–	–	﹤0.01%	2080
2025 Q2	$316	Buy	38 +7	+23%	+$50	﹤0.01%	1912
2025 Q1	$202	Buy	+31	New	+$214	﹤0.01%	1956

Other funds holding MAMA

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

True Wealth Design sold out of Mama's Creations (MAMA) in Q2 2026, closing a stake of 38 shares — an estimated $583 sold.

True Wealth Design first reported a position in MAMA in Q1 2025 and held it in 5 quarters. The position peaked at $583 in Q1 2026. 7 funds tracked by Wall St. Rank hold MAMA as of Q2 2026.

True Wealth Design reported no remaining Mama's Creations position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 38 Mama's Creations shares in Q2 2026, an estimated $583.
True Wealth Design first reported a position in Mama's Creations in Q1 2025 and held it in 5 quarters.
True Wealth Design's Mama's Creations position peaked at $583 in Q1 2026.
7 funds tracked by Wall St. Rank held Mama's Creations as of Q2 2026.

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