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True Wealth Design’s N-able NABL Stock Holding History

True Wealth Design’s Portfolio NABL Stock Details NABL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.56K Sell
381
-435
-53% -$1.79K ﹤0.01% 1769
2026
Q2 		$3K Buy
816
+439
+116% +$1.83K ﹤0.01% 1538
2026
Q1 		$1.76K Sell
377
-41
-10% -$229 ﹤0.01% 1603
2025
Q4 		$3.13K Sell
418
-600
-59% -$4.58K ﹤0.01% 1280
2025
Q3 		$7.94K Buy
1,018
+343
+51% +$2.75K ﹤0.01% 918
2025
Q2 		$5.47K Buy
675
+613
+989% +$4.58K ﹤0.01% 772
2025
Q1 		$440 Buy
+62
New +$552 ﹤0.01% 1593

Other funds holding NABL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

True Wealth Design reduced its N-able (NABL) stake by 53% in Q3 2026, selling an estimated $1.79K and leaving 381 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

True Wealth Design first reported a position in NABL in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.94K in Q3 2025. 10 funds tracked by Wall St. Rank hold NABL as of Q3 2026.

  • True Wealth Design held 381 shares of N-able worth $1.56K as of Q3 2026.
  • True Wealth Design sold 435 N-able shares in Q3 2026, an estimated $1.79K.
  • N-able made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1769 holding.
  • True Wealth Design first reported a position in N-able in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's N-able position peaked at $7.94K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held N-able as of Q3 2026.

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