True Wealth Design’s MarketWise MKTW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$339	Buy	19 +4	+27%	+$69	﹤0.01%	2320
2026 Q1	$281	Sell	15 -3	-17%	-$46	﹤0.01%	2241
2025 Q4	$271	Sell	18 -7	-28%	-$109	﹤0.01%	2149
2025 Q3	$414	Sell	25 -2	-7%	-$37	﹤0.01%	2067
2025 Q2	$535	Buy	27 +9	+50%	+$138	﹤0.01%	1712
2025 Q1	$176	Buy	+18	New	+$215	﹤0.01%	2007

Other funds holding MKTW

Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

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

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

True Wealth Design increased its MarketWise (MKTW) stake by 27% in Q2 2026, buying an estimated $69 and bringing the position to 19 shares worth $339. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

True Wealth Design first reported a position in MKTW in Q1 2025 and has held it in 6 quarters since. The position peaked at $535 in Q2 2025. 6 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

True Wealth Design held 19 shares of MarketWise worth $339 as of Q2 2026.
True Wealth Design bought 4 MarketWise shares in Q2 2026, an estimated $69.
MarketWise made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2320 holding.
True Wealth Design first reported a position in MarketWise in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's MarketWise position peaked at $535 in Q2 2025.
6 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

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