True Wealth Design’s Nelnet NNI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.97K	Buy	16 +6	+60%	+$778	﹤0.01%	1687
2026 Q2	$1.33K	Sell	10 -2	-17%	-$265	﹤0.01%	1877
2026 Q1	$1.55K	Buy	12 +6	+100%	+$788	﹤0.01%	1640
2025 Q4	$798	Sell	6 -1	-14%	-$131	﹤0.01%	1788
2025 Q3	$878	Buy	7 +3	+75%	+$375	﹤0.01%	1797
2025 Q2	$485	Hold	4	–	–	﹤0.01%	1761
2025 Q1	$444	Buy	+4	New	+$448	﹤0.01%	1589

Other funds holding NNI

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

True Wealth Design increased its Nelnet (NNI) stake by 60% in Q3 2026, buying an estimated $778 and bringing the position to 16 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

True Wealth Design first reported a position in NNI in Q1 2025 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold NNI as of Q3 2026.

True Wealth Design held 16 shares of Nelnet worth $1.97K as of Q3 2026.
True Wealth Design bought 6 Nelnet shares in Q3 2026, an estimated $778.
Nelnet made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1687 holding.
True Wealth Design first reported a position in Nelnet in Q1 2025 and has held it in 7 quarters since.
12 funds tracked by Wall St. Rank held Nelnet as of Q3 2026.

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