True Wealth Design
PAR icon

True Wealth Design’s PAR Technology PAR Stock Holding History

True Wealth Design’s Portfolio PAR Stock Details PAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$42 Buy
+3
New +$52 ﹤0.01% 2525
2026
Q2 		– Sell
-21
Closed -$280 – 2831
2026
Q1 		$280 Buy
+21
New +$493 ﹤0.01% 2242

Other funds holding PAR

Walleye Partners
Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

True Wealth Design opened a new position in PAR Technology (PAR) in Q3 2026: 3 shares worth $42. The stake represents ﹤0.01% of the portfolio and ranks #2525 among its holdings. This is a return to the name: True Wealth Design previously reported a position in PAR as recently as Q1 2026.

True Wealth Design first reported a position in PAR in Q1 2026 and has held it in 2 quarters since. The position peaked at $280 in Q1 2026. 22 funds tracked by Wall St. Rank hold PAR as of Q3 2026.

  • True Wealth Design held 3 shares of PAR Technology worth $42 as of Q3 2026.
  • PAR Technology was a new True Wealth Design position in Q3 2026.
  • PAR Technology made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2525 holding.
  • True Wealth Design first reported a position in PAR Technology in Q1 2026 and has held it in 2 quarters since.
  • True Wealth Design's PAR Technology position peaked at $280 in Q1 2026.
  • 22 funds tracked by Wall St. Rank held PAR Technology as of Q3 2026.

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