True Wealth Design’s PLDT PHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$579	Sell	33 -126	-79%	-$2.44K	﹤0.01%	2156
2026 Q1	$3.35K	Buy	159 +9	+6%	+$203	﹤0.01%	1355
2025 Q4	$3.26K	Buy	150 +14	+10%	+$287	﹤0.01%	1260
2025 Q3	$2.54K	Buy	136 +116	+580%	+$2.49K	﹤0.01%	1380
2025 Q2	$436	Sell	20 -1	-5%	-$23	﹤0.01%	1803
2025 Q1	$460	Sell	21 -1	-5%	-$23	﹤0.01%	1571
2024 Q4	$488	Buy	22 +4	+22%	+$95	﹤0.01%	1096
2024 Q3	$484	Hold	18	–	–	﹤0.01%	1103
2024 Q2	$443	Buy	18 +4	+29%	+$97	﹤0.01%	675
2024 Q1	$346	Buy	14 +5	+56%	+$117	﹤0.01%	689
2023 Q4	$211	Hold	9	–	–	﹤0.01%	672
2023 Q3	$186	Hold	9	–	–	﹤0.01%	654
2023 Q2	$211	Hold	9	–	–	﹤0.01%	644
2023 Q1	$228	Hold	9	–	–	﹤0.01%	710
2022 Q4	$205	Buy	+9	New	+$238	﹤0.01%	653

Other funds holding PHI

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

True Wealth Design reduced its PLDT (PHI) stake by 79% in Q2 2026, selling an estimated $2.44K and leaving 33 shares worth $579. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

True Wealth Design first reported a position in PHI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.35K in Q1 2026. 100 funds tracked by Wall St. Rank hold PHI as of Q2 2026.

True Wealth Design held 33 shares of PLDT worth $579 as of Q2 2026.
True Wealth Design sold 126 PLDT shares in Q2 2026, an estimated $2.44K.
PLDT made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2156 holding.
True Wealth Design first reported a position in PLDT in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's PLDT position peaked at $3.35K in Q1 2026.
100 funds tracked by Wall St. Rank held PLDT as of Q2 2026.

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