TWD
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True Wealth Design’s Patria Investments PAX Stock Holding History

True Wealth Design’s Portfolio PAX Stock Details PAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.49K Sell
318
-23
-7% -$274 ﹤0.01% 1476
2026
Q1 		$4.3K Sell
341
-58
-15% -$816 ﹤0.01% 1256
2025
Q4 		$6.34K Buy
399
+58
+17% +$868 ﹤0.01% 1000
2025
Q3 		$4.98K Hold
341
– – ﹤0.01% 1083
2025
Q2 		$4.79K Buy
341
+304
+822% +$3.65K ﹤0.01% 825
2025
Q1 		$418 Buy
+37
New +$432 ﹤0.01% 1620

Other funds holding PAX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM