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 Q3	$268	Hold	54	–	–	﹤0.01%	2290
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

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

True Wealth Design held its OmniAb (OABI) position steady in Q3 2026 at 54 shares worth $268. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

True Wealth Design first reported a position in OABI in Q1 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold OABI as of Q3 2026.

True Wealth Design held 54 shares of OmniAb worth $268 as of Q3 2026.
True Wealth Design left its OmniAb share count unchanged in Q3 2026.
OmniAb made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2290 holding.
True Wealth Design first reported a position in OmniAb in Q1 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held OmniAb as of Q3 2026.

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