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True Wealth Design’s MGP Ingredients MGPI Stock Holding History

True Wealth Design’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36 Sell
2
-7
-78% -$127 ﹤0.01% 2616
2026
Q1 		$166 Buy
+9
New +$201 ﹤0.01% 2370
2025
Q4 		– Sell
-6
Closed -$146 – 2723
2025
Q3 		$146 Sell
6
-20
-77% -$580 ﹤0.01% 2371
2025
Q2 		$780 Buy
26
+18
+225% +$535 ﹤0.01% 1568
2025
Q1 		$236 Buy
+8
New +$268 ﹤0.01% 1885

Other funds holding MGPI

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

True Wealth Design reduced its MGP Ingredients (MGPI) stake by 78% in Q2 2026, selling an estimated $127 and leaving 2 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #2616.

True Wealth Design first reported a position in MGPI in Q1 2025 and has held it in 5 quarters since. The position peaked at $780 in Q2 2025. 149 funds tracked by Wall St. Rank hold MGPI as of Q2 2026.

  • True Wealth Design held 2 shares of MGP Ingredients worth $36 as of Q2 2026.
  • True Wealth Design sold 7 MGP Ingredients shares in Q2 2026, an estimated $127.
  • MGP Ingredients made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2616 holding.
  • True Wealth Design first reported a position in MGP Ingredients in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's MGP Ingredients position peaked at $780 in Q2 2025.
  • 149 funds tracked by Wall St. Rank held MGP Ingredients as of Q2 2026.

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