TWD
POST icon

True Wealth Design’s Post Holdings POST Stock Holding History

True Wealth Design’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.3K Buy
196
+130
+197% +$10.8K ﹤0.01% 936
2026
Q2 		$5.83K Buy
66
+34
+106% +$3.31K ﹤0.01% 1273
2026
Q1 		$3.16K Sell
32
-25
-44% -$2.55K ﹤0.01% 1378
2025
Q4 		$5.65K Buy
57
+50
+714% +$5.18K ﹤0.01% 1041
2025
Q3 		$753 Sell
7
-4
-36% -$429 ﹤0.01% 1855
2025
Q2 		$1.2K Sell
11
-70
-86% -$7.84K ﹤0.01% 1399
2025
Q1 		$9.43K Sell
81
-304
-79% -$33.7K ﹤0.01% 489
2024
Q4 		$44.1K Buy
385
+284
+281% +$32.4K 0.02% 187
2024
Q3 		$11.7K Buy
+101
New +$11.3K ﹤0.01% 396

Other funds holding POST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

True Wealth Design increased its Post Holdings (POST) stake by 197% in Q3 2026, buying an estimated $10.8K and bringing the position to 196 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

True Wealth Design first reported a position in POST in Q3 2024 and has held it in 9 quarters since. The position peaked at $44.1K in Q4 2024. 21 funds tracked by Wall St. Rank hold POST as of Q3 2026.

  • True Wealth Design held 196 shares of Post Holdings worth $14.3K as of Q3 2026.
  • True Wealth Design bought 130 Post Holdings shares in Q3 2026, an estimated $10.8K.
  • Post Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #936 holding.
  • True Wealth Design first reported a position in Post Holdings in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Post Holdings position peaked at $44.1K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held Post Holdings as of Q3 2026.

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