True Wealth Design
MKTW icon

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
Q3 		$416 Buy
21
+2
+11% +$38 ﹤0.01% 2184
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

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
SRB
Sid R. Bass $2.91M AUM 19.72% 1-Year Est. Return
Phraction Management
Phraction Management Colchester, Connecticut $545M AUM 31.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
MTM Investment Management
MTM Investment Management Spartanburg, South Carolina $346M AUM 17.64% 1-Year Est. Return
Formidable Asset Management
Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

True Wealth Design's MKTW Position: Q3 2026 in Review

True Wealth Design increased its MarketWise (MKTW) stake by 11% in Q3 2026, buying an estimated $38 and bringing the position to 21 shares worth $416. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

True Wealth Design first reported a position in MKTW in Q1 2025 and has held it in 7 quarters since. The position peaked at $535 in Q2 2025. 27 funds tracked by Wall St. Rank hold MKTW as of Q3 2026.

  • True Wealth Design held 21 shares of MarketWise worth $416 as of Q3 2026.
  • True Wealth Design bought 2 MarketWise shares in Q3 2026, an estimated $38.
  • MarketWise made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2184 holding.
  • True Wealth Design first reported a position in MarketWise in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's MarketWise position peaked at $535 in Q2 2025.
  • 27 funds tracked by Wall St. Rank held MarketWise as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.