TWD
OLP

True Wealth Design’s One Liberty Properties OLP Stock Holding History

True Wealth Design’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$464 Buy
19
+15
+375% +$351 ﹤0.01% 2223
2026
Q1 		$86 Hold
4
– – ﹤0.01% 2497
2025
Q4 		$82 Buy
+4
New +$83 ﹤0.01% 2367
2025
Q3 		– Sell
-4
Closed -$96 – 2833
2025
Q2 		$96 Sell
4
-2
-33% -$49 ﹤0.01% 2248
2025
Q1 		$158 Buy
+6
New +$157 ﹤0.01% 2042

Other funds holding OLP

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

True Wealth Design increased its One Liberty Properties (OLP) stake by 375% in Q2 2026, buying an estimated $351 and bringing the position to 19 shares worth $464. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

True Wealth Design first reported a position in OLP in Q1 2025 and has held it in 5 quarters since. 136 funds tracked by Wall St. Rank hold OLP as of Q2 2026.

  • True Wealth Design held 19 shares of One Liberty Properties worth $464 as of Q2 2026.
  • True Wealth Design bought 15 One Liberty Properties shares in Q2 2026, an estimated $351.
  • One Liberty Properties made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2223 holding.
  • True Wealth Design first reported a position in One Liberty Properties in Q1 2025 and has held it in 5 quarters since.
  • 136 funds tracked by Wall St. Rank held One Liberty Properties as of Q2 2026.

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