True Wealth Design
PRGO icon

True Wealth Design’s Perrigo PRGO Stock Holding History

True Wealth Design’s Portfolio PRGO Stock Details PRGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.9K Sell
873
-625
-42% -$7.89K ﹤0.01% 977
2026
Q2 		$15.6K Buy
1,498
+1,236
+472% +$13.6K ﹤0.01% 917
2026
Q1 		$2.81K Buy
+262
New +$3.39K ﹤0.01% 1409
2025
Q4 		– Sell
-57
Closed -$1.27K – 2767
2025
Q3 		$1.27K Sell
57
-160
-74% -$3.91K ﹤0.01% 1667
2025
Q2 		$5.8K Buy
217
+87
+67% +$2.28K ﹤0.01% 750
2025
Q1 		$3.65K Buy
+130
New +$3.37K ﹤0.01% 787

Other funds holding PRGO

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
West Tower Group
West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

True Wealth Design reduced its Perrigo (PRGO) stake by 42% in Q3 2026, selling an estimated $7.89K and leaving 873 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

True Wealth Design first reported a position in PRGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.6K in Q2 2026. 40 funds tracked by Wall St. Rank hold PRGO as of Q3 2026.

  • True Wealth Design held 873 shares of Perrigo worth $12.9K as of Q3 2026.
  • True Wealth Design sold 625 Perrigo shares in Q3 2026, an estimated $7.89K.
  • Perrigo made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #977 holding.
  • True Wealth Design first reported a position in Perrigo in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Perrigo position peaked at $15.6K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Perrigo as of Q3 2026.

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