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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
Q3 		$1.12K Sell
144
-94
-39% -$593 ﹤0.01% 1896
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design reduced its Priority Technology Holdings (PRTH) stake by 39% in Q3 2026, selling an estimated $593 and leaving 144 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

True Wealth Design first reported a position in PRTH in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.04K in Q3 2025. 8 funds tracked by Wall St. Rank hold PRTH as of Q3 2026.

  • True Wealth Design held 144 shares of Priority Technology Holdings worth $1.12K as of Q3 2026.
  • True Wealth Design sold 94 Priority Technology Holdings shares in Q3 2026, an estimated $593.
  • Priority Technology Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1896 holding.
  • True Wealth Design first reported a position in Priority Technology Holdings in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's Priority Technology Holdings position peaked at $3.04K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Priority Technology Holdings as of Q3 2026.

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