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True Wealth Design’s Molina Healthcare MOH Stock Holding History

True Wealth Design’s Portfolio MOH Stock Details MOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$173K Sell
915
-73
-7% -$15.1K 0.04% 145
2026
Q2 		$226K Buy
988
+336
+52% +$60.9K 0.05% 97
2026
Q1 		$86.9K Buy
652
+630
+2,864% +$100K 0.02% 248
2025
Q4 		$3.82K Sell
22
-726
-97% -$119K ﹤0.01% 1203
2025
Q3 		$143K Buy
748
+317
+74% +$58.3K 0.04% 106
2025
Q2 		$128K Sell
431
-7
-2% -$2.2K 0.05% 80
2025
Q1 		$144K Buy
438
+391
+832% +$118K 0.06% 52
2024
Q4 		$13.7K Sell
47
-57
-55% -$17.6K 0.01% 371
2024
Q3 		$35.8K Buy
104
+100
+2,500% +$33K 0.01% 205
2024
Q2 		$1.19K Buy
4
+1
+33% +$339 ﹤0.01% 473
2024
Q1 		$1.23K Buy
3
+1
+50% +$387 ﹤0.01% 415
2023
Q4 		$723 Hold
2
– – ﹤0.01% 395
2023
Q3 		$656 Hold
2
– – ﹤0.01% 370
2023
Q2 		$603 Hold
2
– – ﹤0.01% 397
2023
Q1 		$535 Hold
2
– – ﹤0.01% 509
2022
Q4 		$660 Buy
+2
New +$679 ﹤0.01% 398

Other funds holding MOH

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Aurora Investment Managers Naples, Florida $176M AUM 14.39% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $168M AUM 10.75% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

True Wealth Design reduced its Molina Healthcare (MOH) stake by 7.4% in Q3 2026, selling an estimated $15.1K and leaving 915 shares worth $173K. The position accounts for 0.04% of the portfolio, ranked #145.

True Wealth Design first reported a position in MOH in Q4 2022 and has held it in 16 quarters since. The position peaked at $226K in Q2 2026. 50 funds tracked by Wall St. Rank hold MOH as of Q3 2026.

  • True Wealth Design held 915 shares of Molina Healthcare worth $173K as of Q3 2026.
  • True Wealth Design sold 73 Molina Healthcare shares in Q3 2026, an estimated $15.1K.
  • Molina Healthcare made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #145 holding.
  • True Wealth Design first reported a position in Molina Healthcare in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Molina Healthcare position peaked at $226K in Q2 2026.
  • 50 funds tracked by Wall St. Rank held Molina Healthcare as of Q3 2026.

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