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 Q2	–	Sell	-21	Closed	-$280	–	2831
2026 Q1	$280	Buy	+21	New	+$493	﹤0.01%	2242

Other funds holding PAR

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MHIP

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

True Wealth Design sold out of PAR Technology (PAR) in Q2 2026, closing a stake of 21 shares — an estimated $280 sold.

True Wealth Design first reported a position in PAR in Q1 2026 and held it in 1 quarter. The position peaked at $280 in Q1 2026. 6 funds tracked by Wall St. Rank hold PAR as of Q2 2026.

True Wealth Design reported no remaining PAR Technology position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 21 PAR Technology shares in Q2 2026, an estimated $280.
True Wealth Design first reported a position in PAR Technology in Q1 2026 and held it in 1 quarter.
True Wealth Design's PAR Technology position peaked at $280 in Q1 2026.
6 funds tracked by Wall St. Rank held PAR Technology as of Q2 2026.

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