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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
Q2 		$9.95K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

True Wealth Design's MSA Position: Q2 2026 in Review

True Wealth Design increased its Mine Safety (MSA) stake by 159% in Q2 2026, buying an estimated $5.86K and bringing the position to 57 shares worth $9.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

True Wealth Design first reported a position in MSA in Q1 2023 and has held it in 8 quarters since. The position peaked at $13.5K in Q3 2024. 456 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

  • True Wealth Design held 57 shares of Mine Safety worth $9.95K as of Q2 2026.
  • True Wealth Design bought 35 Mine Safety shares in Q2 2026, an estimated $5.86K.
  • Mine Safety made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1057 holding.
  • True Wealth Design first reported a position in Mine Safety in Q1 2023 and has held it in 8 quarters since.
  • True Wealth Design's Mine Safety position peaked at $13.5K in Q3 2024.
  • 456 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.