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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
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

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

True Wealth Design reduced its Nelnet (NNI) stake by 17% in Q2 2026, selling an estimated $265 and leaving 10 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

True Wealth Design first reported a position in NNI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.55K in Q1 2026. 213 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • True Wealth Design held 10 shares of Nelnet worth $1.33K as of Q2 2026.
  • True Wealth Design sold 2 Nelnet shares in Q2 2026, an estimated $265.
  • Nelnet made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1877 holding.
  • True Wealth Design first reported a position in Nelnet in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Nelnet position peaked at $1.55K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

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