True Wealth Design’s MaxCyte MXCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$969	Buy	787 +648	+466%	+$646	﹤0.01%	1988
2026 Q1	$98	Sell	139 -2	-1%	-$2	﹤0.01%	2471
2025 Q4	$219	Sell	141 -593	-81%	-$947	﹤0.01%	2208
2025 Q3	$1.16K	Buy	734 +9	+1%	+$16	﹤0.01%	1698
2025 Q2	$1.58K	Buy	725 +691	+2,032%	+$1.67K	﹤0.01%	1276
2025 Q1	$93	Sell	34 -18	-35%	-$71	﹤0.01%	2218
2024 Q4	$217	Buy	+52	New	+$197	﹤0.01%	1206

Other funds holding MXCT

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

True Wealth Design increased its MaxCyte (MXCT) stake by 466% in Q2 2026, buying an estimated $646 and bringing the position to 787 shares worth $969. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

True Wealth Design first reported a position in MXCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58K in Q2 2025. 19 funds tracked by Wall St. Rank hold MXCT as of Q2 2026.

True Wealth Design held 787 shares of MaxCyte worth $969 as of Q2 2026.
True Wealth Design bought 648 MaxCyte shares in Q2 2026, an estimated $646.
MaxCyte made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1988 holding.
True Wealth Design first reported a position in MaxCyte in Q4 2024 and has held it in 7 quarters since.
True Wealth Design's MaxCyte position peaked at $1.58K in Q2 2025.
19 funds tracked by Wall St. Rank held MaxCyte as of Q2 2026.

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