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True Wealth Design’s Puma Biotechnology PBYI Stock Holding History

True Wealth Design’s Portfolio PBYI Stock Details PBYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$998 Hold
123
– – ﹤0.01% 1979
2026
Q1 		$786 Hold
123
– – ﹤0.01% 1892
2025
Q4 		$732 Hold
123
– – ﹤0.01% 1826
2025
Q3 		$654 Sell
123
-4
-3% -$17 ﹤0.01% 1913
2025
Q2 		$436 Sell
127
-15
-11% -$48 ﹤0.01% 1802
2025
Q1 		$421 Buy
142
+118
+492% +$369 ﹤0.01% 1614
2024
Q4 		$74 Buy
+24
New +$70 ﹤0.01% 1296

Other funds holding PBYI

ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

True Wealth Design held its Puma Biotechnology (PBYI) position steady in Q2 2026 at 123 shares worth $998. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

True Wealth Design first reported a position in PBYI in Q4 2024 and has held it in 7 quarters since. 161 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • True Wealth Design held 123 shares of Puma Biotechnology worth $998 as of Q2 2026.
  • True Wealth Design left its Puma Biotechnology share count unchanged in Q2 2026.
  • Puma Biotechnology made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1979 holding.
  • True Wealth Design first reported a position in Puma Biotechnology in Q4 2024 and has held it in 7 quarters since.
  • 161 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

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