True Wealth Design’s Performant Healthcare Inc PHLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9	Closed	-$70	–	2875
2025 Q3	$70	Hold	9	–	–	﹤0.01%	2523
2025 Q2	$36	Sell	9 -7	-44%	-$20	﹤0.01%	2443
2025 Q1	$48	Buy	+16	New	+$41	﹤0.01%	2395

Other funds holding PHLT

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's PHLT Position: Q4 2025 in Review

True Wealth Design sold out of Performant Healthcare Inc (PHLT) in Q4 2025, closing a stake of 9 shares — an estimated $70 sold.

True Wealth Design first reported a position in PHLT in Q1 2025 and held it in 3 quarters. The position peaked at $70 in Q3 2025. 1 fund tracked by Wall St. Rank holds PHLT as of Q4 2025.

True Wealth Design reported no remaining Performant Healthcare Inc position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 9 Performant Healthcare Inc shares in Q4 2025, an estimated $70.
True Wealth Design first reported a position in Performant Healthcare Inc in Q1 2025 and held it in 3 quarters.
True Wealth Design's Performant Healthcare Inc position peaked at $70 in Q3 2025.
1 fund tracked by Wall St. Rank held Performant Healthcare Inc as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.