True Wealth Design’s Pure Cycle PCYO Stock Holding History

True Wealth Design’s Portfolio PCYO Stock Details PCYO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$279	Buy	26 +16	+160%	+$175	﹤0.01%	2372
2026 Q1	$101	Buy	10 +7	+233%	+$76	﹤0.01%	2466
2025 Q4	$33	Hold	3	–	–	﹤0.01%	2455
2025 Q3	$34	Sell	3 -2	-40%	-$21	﹤0.01%	2618
2025 Q2	$54	Buy	5 +1	+25%	+$10	﹤0.01%	2365
2025 Q1	$42	Buy	+4	New	+$45	﹤0.01%	2427

Other funds holding PCYO

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

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

True Wealth Design increased its Pure Cycle (PCYO) stake by 160% in Q2 2026, buying an estimated $175 and bringing the position to 26 shares worth $279. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

True Wealth Design first reported a position in PCYO in Q1 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold PCYO as of Q2 2026.

True Wealth Design held 26 shares of Pure Cycle worth $279 as of Q2 2026.
True Wealth Design bought 16 Pure Cycle shares in Q2 2026, an estimated $175.
Pure Cycle made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2372 holding.
True Wealth Design first reported a position in Pure Cycle in Q1 2025 and has held it in 6 quarters since.
7 funds tracked by Wall St. Rank held Pure Cycle as of Q2 2026.

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