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True Wealth Design’s OmniAb OABI Stock Holding History

True Wealth Design’s Portfolio OABI Stock Details OABI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$133 Buy
54
+38
+238% +$75 ﹤0.01% 2508
2026
Q1 		$26 Buy
16
+10
+167% +$18 ﹤0.01% 2625
2025
Q4 		$12 Buy
+6
New +$10 ﹤0.01% 2512
2025
Q2 		– Sell
-42
Closed -$101 – 2748
2025
Q1 		$101 Buy
+42
New +$137 ﹤0.01% 2190

Other funds holding OABI

WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

True Wealth Design increased its OmniAb (OABI) stake by 238% in Q2 2026, buying an estimated $75 and bringing the position to 54 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

True Wealth Design first reported a position in OABI in Q1 2025 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold OABI as of Q2 2026.

  • True Wealth Design held 54 shares of OmniAb worth $133 as of Q2 2026.
  • True Wealth Design bought 38 OmniAb shares in Q2 2026, an estimated $75.
  • OmniAb made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2508 holding.
  • True Wealth Design first reported a position in OmniAb in Q1 2025 and has held it in 4 quarters since.
  • 131 funds tracked by Wall St. Rank held OmniAb as of Q2 2026.

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