True Wealth Design’s Quipt Home Medical QIPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-22	Closed	-$40	–	2851
2025 Q2	$40	Sell	22 -188	-90%	-$371	﹤0.01%	2425
2025 Q1	$490	Buy	210 +108	+106%	+$296	﹤0.01%	1546
2024 Q4	$312	Buy	+102	New	+$275	﹤0.01%	1165

Other funds holding QIPT

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

True Wealth Design's QIPT Position: Q3 2025 in Review

True Wealth Design sold out of Quipt Home Medical (QIPT) in Q3 2025, closing a stake of 22 shares — an estimated $40 sold.

True Wealth Design first reported a position in QIPT in Q4 2024 and held it in 3 quarters. The position peaked at $490 in Q1 2025. 60 funds tracked by Wall St. Rank hold QIPT as of Q3 2025.

True Wealth Design reported no remaining Quipt Home Medical position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 22 Quipt Home Medical shares in Q3 2025, an estimated $40.
True Wealth Design first reported a position in Quipt Home Medical in Q4 2024 and held it in 3 quarters.
True Wealth Design's Quipt Home Medical position peaked at $490 in Q1 2025.
60 funds tracked by Wall St. Rank held Quipt Home Medical as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.