True Wealth Design’s Mayville Engineering Co MEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9	Closed	-$162	–	2796
2026 Q1	$162	Hold	9	–	–	﹤0.01%	2379
2025 Q4	$169	Sell	9 -2	-18%	-$33	﹤0.01%	2261
2025 Q3	$152	Hold	11	–	–	﹤0.01%	2363
2025 Q2	$176	Sell	11 -2	-15%	-$29	﹤0.01%	2110
2025 Q1	$175	Buy	+13	New	+$196	﹤0.01%	2011

Other funds holding MEC

EIPL

Essential Investment Partners LLC Englewood, Colorado $125M AUM

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

DCM

Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

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

True Wealth Design sold out of Mayville Engineering Co (MEC) in Q2 2026, closing a stake of 9 shares — an estimated $162 sold.

True Wealth Design first reported a position in MEC in Q1 2025 and held it in 5 quarters. The position peaked at $176 in Q2 2025. 9 funds tracked by Wall St. Rank hold MEC as of Q2 2026.

True Wealth Design reported no remaining Mayville Engineering Co position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 9 Mayville Engineering Co shares in Q2 2026, an estimated $162.
True Wealth Design first reported a position in Mayville Engineering Co in Q1 2025 and held it in 5 quarters.
True Wealth Design's Mayville Engineering Co position peaked at $176 in Q2 2025.
9 funds tracked by Wall St. Rank held Mayville Engineering Co as of Q2 2026.

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