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
Q2 		$101 Buy
+2
New +$100 ﹤0.01% 2539

Other funds holding NC

BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

True Wealth Design opened a new position in NACCO Industries (NC) in Q2 2026: 2 shares worth $101. The stake represents ﹤0.01% of the portfolio and ranks #2539 among its holdings.

6 funds tracked by Wall St. Rank hold NC as of Q2 2026.

  • True Wealth Design held 2 shares of NACCO Industries worth $101 as of Q2 2026.
  • NACCO Industries was a new True Wealth Design position in Q2 2026.
  • NACCO Industries made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2539 holding.
  • 6 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

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