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True Wealth Design’s Maui Land & Pineapple Co MLP Stock Holding History

True Wealth Design’s Portfolio MLP Stock Details MLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$19 – 2819
2025
Q2 		$19 Sell
1
-1
-50% -$16 ﹤0.01% 2516
2025
Q1 		$36 Buy
+2
New +$39 ﹤0.01% 2464

Other funds holding MLP

TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

True Wealth Design's MLP Position: Q3 2025 in Review

True Wealth Design sold out of Maui Land & Pineapple Co (MLP) in Q3 2025, closing a stake of 1 share — an estimated $19 sold.

True Wealth Design first reported a position in MLP in Q1 2025 and held it in 2 quarters. The position peaked at $36 in Q1 2025. 67 funds tracked by Wall St. Rank hold MLP as of Q3 2025.

  • True Wealth Design reported no remaining Maui Land & Pineapple Co position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Maui Land & Pineapple Co share in Q3 2025, an estimated $19.
  • True Wealth Design first reported a position in Maui Land & Pineapple Co in Q1 2025 and held it in 2 quarters.
  • True Wealth Design's Maui Land & Pineapple Co position peaked at $36 in Q1 2025.
  • 67 funds tracked by Wall St. Rank held Maui Land & Pineapple Co as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.