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True Wealth Design’s Quanex NX Stock Holding History

True Wealth Design’s Portfolio NX Stock Details NX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2
Closed -$36 – 2822
2026
Q1 		$36 Buy
+2
New +$38 ﹤0.01% 2588
2025
Q3 		– Sell
-49
Closed -$927 – 2830
2025
Q2 		$927 Buy
49
+24
+96% +$425 ﹤0.01% 1505
2025
Q1 		$465 Buy
+25
New +$529 ﹤0.01% 1565

Other funds holding NX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

True Wealth Design sold out of Quanex (NX) in Q2 2026, closing a stake of 2 shares — an estimated $36 sold.

True Wealth Design first reported a position in NX in Q1 2025 and held it in 3 quarters. The position peaked at $927 in Q2 2025. 181 funds tracked by Wall St. Rank hold NX as of Q2 2026.

  • True Wealth Design reported no remaining Quanex position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 2 Quanex shares in Q2 2026, an estimated $36.
  • True Wealth Design first reported a position in Quanex in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Quanex position peaked at $927 in Q2 2025.
  • 181 funds tracked by Wall St. Rank held Quanex as of Q2 2026.

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