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True Wealth Design’s Priority Technology Holdings PRTH Stock Holding History

True Wealth Design’s Portfolio PRTH Stock Details PRTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59K Buy
238
+217
+1,033% +$1.26K ﹤0.01% 1793
2026
Q1 		$100 Sell
21
-75
-78% -$411 ﹤0.01% 2468
2025
Q4 		$524 Sell
96
-347
-78% -$2.15K ﹤0.01% 1936
2025
Q3 		$3.04K Buy
443
+150
+51% +$1.13K ﹤0.01% 1305
2025
Q2 		$2.28K Buy
+293
New +$2.2K ﹤0.01% 1130

Other funds holding PRTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCA
Buckley Capital Advisors Miami Beach, Florida $161M AUM
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
FCM
FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $72.4M AUM 1.36% 1-Year Est. Return

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

True Wealth Design increased its Priority Technology Holdings (PRTH) stake by 1,033% in Q2 2026, buying an estimated $1.26K and bringing the position to 238 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

True Wealth Design first reported a position in PRTH in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.04K in Q3 2025. 131 funds tracked by Wall St. Rank hold PRTH as of Q2 2026.

  • True Wealth Design held 238 shares of Priority Technology Holdings worth $1.59K as of Q2 2026.
  • True Wealth Design bought 217 Priority Technology Holdings shares in Q2 2026, an estimated $1.26K.
  • Priority Technology Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1793 holding.
  • True Wealth Design first reported a position in Priority Technology Holdings in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's Priority Technology Holdings position peaked at $3.04K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held Priority Technology Holdings as of Q2 2026.

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