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True Wealth Design’s MoonLake Immunotherapeutics MLTX Stock Holding History

True Wealth Design’s Portfolio MLTX Stock Details MLTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$82 Sell
7
-67
-91% -$1.1K ﹤0.01% 2465
2026
Q2 		$1.44K Buy
+74
New +$1.34K ﹤0.01% 1841
2025
Q4 		– Sell
-5
Closed -$36 – 2725
2025
Q3 		$36 Hold
5
– – ﹤0.01% 2612
2025
Q2 		$236 Buy
5
+1
+25% +$41 ﹤0.01% 2019
2025
Q1 		$157 Buy
+4
New +$172 ﹤0.01% 2044

Other funds holding MLTX

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
BWM
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

True Wealth Design reduced its MoonLake Immunotherapeutics (MLTX) stake by 91% in Q3 2026, selling an estimated $1.1K and leaving 7 shares worth $82. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

True Wealth Design first reported a position in MLTX in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.44K in Q2 2026. 10 funds tracked by Wall St. Rank hold MLTX as of Q3 2026.

  • True Wealth Design held 7 shares of MoonLake Immunotherapeutics worth $82 as of Q3 2026.
  • True Wealth Design sold 67 MoonLake Immunotherapeutics shares in Q3 2026, an estimated $1.1K.
  • MoonLake Immunotherapeutics made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2465 holding.
  • True Wealth Design first reported a position in MoonLake Immunotherapeutics in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's MoonLake Immunotherapeutics position peaked at $1.44K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held MoonLake Immunotherapeutics as of Q3 2026.

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