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True Wealth Design’s Magna International MGA Stock Holding History

True Wealth Design’s Portfolio MGA Stock Details MGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.3K Hold
278
– – ﹤0.01% 841
2026
Q1 		$15.5K Buy
278
+157
+130% +$8.97K ﹤0.01% 816
2025
Q4 		$6.45K Buy
121
+83
+218% +$4.06K ﹤0.01% 993
2025
Q3 		$1.8K Buy
38
+18
+90% +$793 ﹤0.01% 1505
2025
Q2 		$773 Buy
20
+4
+25% +$141 ﹤0.01% 1575
2025
Q1 		$544 Sell
16
-5
-24% -$192 ﹤0.01% 1515
2024
Q4 		$878 Buy
21
+3
+17% +$129 ﹤0.01% 969
2024
Q3 		$739 Sell
18
-2
-10% -$84 ﹤0.01% 1032
2024
Q2 		$838 Buy
20
+4
+25% +$187 ﹤0.01% 547
2024
Q1 		$872 Buy
16
+8
+100% +$441 ﹤0.01% 496
2023
Q4 		$473 Hold
8
– – ﹤0.01% 484
2023
Q3 		$429 Hold
8
– – ﹤0.01% 457
2023
Q2 		$452 Sell
8
-12,969
-100% -$688K ﹤0.01% 467
2023
Q1 		$695K Buy
12,977
+12,969
+162,113% +$751K 0.29% 96
2022
Q4 		$449 Buy
+8
New +$449 ﹤0.01% 480

Other funds holding MGA

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

True Wealth Design held its Magna International (MGA) position steady in Q2 2026 at 278 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

True Wealth Design first reported a position in MGA in Q4 2022 and has held it in 15 quarters since. The position peaked at $695K in Q1 2023. 44 funds tracked by Wall St. Rank hold MGA as of Q2 2026.

  • True Wealth Design held 278 shares of Magna International worth $18.3K as of Q2 2026.
  • True Wealth Design left its Magna International share count unchanged in Q2 2026.
  • Magna International made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #841 holding.
  • True Wealth Design first reported a position in Magna International in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Magna International position peaked at $695K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Magna International as of Q2 2026.

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