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 Q3	$321	Buy	29 +3	+12%	+$33	﹤0.01%	2253
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 $7.44B AUM 23.27% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design increased its Pure Cycle (PCYO) stake by 12% in Q3 2026, buying an estimated $33 and bringing the position to 29 shares worth $321. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

True Wealth Design first reported a position in PCYO in Q1 2025 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold PCYO as of Q3 2026.

True Wealth Design held 29 shares of Pure Cycle worth $321 as of Q3 2026.
True Wealth Design bought 3 Pure Cycle shares in Q3 2026, an estimated $33.
Pure Cycle made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2253 holding.
True Wealth Design first reported a position in Pure Cycle in Q1 2025 and has held it in 7 quarters since.
13 funds tracked by Wall St. Rank held Pure Cycle as of Q3 2026.

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