True Wealth Design’s QuidelOrtho QDEL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.52K	Sell	524 -254	-33%	-$3.73K	﹤0.01%	1307
2026 Q2	$13.6K	Buy	+778	New	+$10.3K	﹤0.01%	954
2025 Q4	–	Sell	-9	Closed	-$266	–	2770
2025 Q3	$266	Sell	9 -432	-98%	-$11.8K	﹤0.01%	2231
2025 Q2	$12.7K	Sell	441 -1,460	-77%	-$43.2K	﹤0.01%	494
2025 Q1	$66.5K	Buy	1,901 +827	+77%	+$33.7K	0.03%	150
2024 Q4	$47.8K	Buy	1,074 +806	+301%	+$33K	0.02%	170
2024 Q3	$12.2K	Buy	+268	New	+$10.8K	﹤0.01%	391

Other funds holding QDEL

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

True Wealth Design reduced its QuidelOrtho (QDEL) stake by 33% in Q3 2026, selling an estimated $3.73K and leaving 524 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

True Wealth Design first reported a position in QDEL in Q3 2024 and has held it in 7 quarters since. The position peaked at $66.5K in Q1 2025. 10 funds tracked by Wall St. Rank hold QDEL as of Q3 2026.

True Wealth Design held 524 shares of QuidelOrtho worth $5.52K as of Q3 2026.
True Wealth Design sold 254 QuidelOrtho shares in Q3 2026, an estimated $3.73K.
QuidelOrtho made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1307 holding.
True Wealth Design first reported a position in QuidelOrtho in Q3 2024 and has held it in 7 quarters since.
True Wealth Design's QuidelOrtho position peaked at $66.5K in Q1 2025.
10 funds tracked by Wall St. Rank held QuidelOrtho as of Q3 2026.

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