TWD
NC icon

True Wealth Design’s NACCO Industries NC Stock Holding History

True Wealth Design’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$147 Buy
4
+2
+100% +$86 ﹤0.01% 2395
2026
Q2 		$101 Buy
+2
New +$100 ﹤0.01% 2539

Other funds holding NC

BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design increased its NACCO Industries (NC) stake by 100% in Q3 2026, buying an estimated $86 and bringing the position to 4 shares worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

True Wealth Design first reported a position in NC in Q2 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold NC as of Q3 2026.

  • True Wealth Design held 4 shares of NACCO Industries worth $147 as of Q3 2026.
  • True Wealth Design bought 2 NACCO Industries shares in Q3 2026, an estimated $86.
  • NACCO Industries made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2395 holding.
  • True Wealth Design first reported a position in NACCO Industries in Q2 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2026.

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