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True Wealth Design’s Mistras Group MG Stock Holding History

True Wealth Design’s Portfolio MG Stock Details MG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35 Hold
2
– – ﹤0.01% 2617
2026
Q1 		$30 Hold
2
– – ﹤0.01% 2605
2025
Q4 		$26 Hold
2
– – ﹤0.01% 2467
2025
Q3 		$20 Sell
2
-6
-75% -$53 ﹤0.01% 2660
2025
Q2 		$65 Sell
8
-113
-93% -$950 ﹤0.01% 2334
2025
Q1 		$1.28K Buy
121
+4
+3% +$39 ﹤0.01% 1176
2024
Q4 		$1.06K Buy
+117
New +$1.15K ﹤0.01% 920

Other funds holding MG

MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
WCM
Weber Capital Management San Francisco, California $118M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IH
IES Holdings Houston, Texas $311M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

True Wealth Design held its Mistras Group (MG) position steady in Q2 2026 at 2 shares worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #2617.

True Wealth Design first reported a position in MG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28K in Q1 2025. 138 funds tracked by Wall St. Rank hold MG as of Q2 2026.

  • True Wealth Design held 2 shares of Mistras Group worth $35 as of Q2 2026.
  • True Wealth Design left its Mistras Group share count unchanged in Q2 2026.
  • Mistras Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2617 holding.
  • True Wealth Design first reported a position in Mistras Group in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Mistras Group position peaked at $1.28K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held Mistras Group as of Q2 2026.

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