True Wealth Design’s Mine Safety MSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$29.9K	Buy	168 +111	+195%	+$20.2K	0.01%	702
2026 Q2	$10K	Buy	57 +35	+159%	+$5.86K	﹤0.01%	1057
2026 Q1	$3.61K	Hold	22	–	–	﹤0.01%	1333
2025 Q4	$3.52K	Sell	22 -18	-45%	-$2.93K	﹤0.01%	1231
2025 Q3	$6.88K	Sell	40 -2	-5%	-$346	﹤0.01%	962
2025 Q2	$7.04K	Sell	42 -16	-28%	-$2.5K	﹤0.01%	693
2025 Q1	$8.51K	Buy	+58	New	+$9.24K	﹤0.01%	519
2024 Q4	–	Sell	-76	Closed	-$13.5K	–	1465
2024 Q3	$13.5K	Buy	+76	New	+$13.8K	0.01%	383
2023 Q2	–	Sell	-7	Closed	-$935	–	842
2023 Q1	$935	Buy	+7	New	+$943	﹤0.01%	413

Other funds holding MSA

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BDF Gestion Paris, France $738M AUM 44.4% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

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

True Wealth Design increased its Mine Safety (MSA) stake by 195% in Q3 2026, buying an estimated $20.2K and bringing the position to 168 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #702.

True Wealth Design first reported a position in MSA in Q1 2023 and has held it in 9 quarters since. 58 funds tracked by Wall St. Rank hold MSA as of Q3 2026.

True Wealth Design held 168 shares of Mine Safety worth $29.9K as of Q3 2026.
True Wealth Design bought 111 Mine Safety shares in Q3 2026, an estimated $20.2K.
Mine Safety made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #702 holding.
True Wealth Design first reported a position in Mine Safety in Q1 2023 and has held it in 9 quarters since.
58 funds tracked by Wall St. Rank held Mine Safety as of Q3 2026.

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