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True Wealth Design’s PDF Solutions PDFS Stock Holding History

True Wealth Design’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-39
Closed -$746 – 2763
2025
Q1 		$746 Buy
+39
New +$957 ﹤0.01% 1386

Other funds holding PDFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

True Wealth Design's PDFS Position: Q2 2025 in Review

True Wealth Design sold out of PDF Solutions (PDFS) in Q2 2025, closing a stake of 39 shares — an estimated $746 sold.

True Wealth Design first reported a position in PDFS in Q1 2025 and held it in 1 quarter. The position peaked at $746 in Q1 2025. 172 funds tracked by Wall St. Rank hold PDFS as of Q2 2025.

  • True Wealth Design reported no remaining PDF Solutions position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 39 PDF Solutions shares in Q2 2025, an estimated $746.
  • True Wealth Design first reported a position in PDF Solutions in Q1 2025 and held it in 1 quarter.
  • True Wealth Design's PDF Solutions position peaked at $746 in Q1 2025.
  • 172 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.