TWD
QRHC icon

True Wealth Design’s Quest Resource Holding QRHC Stock Holding History

True Wealth Design’s Portfolio QRHC Stock Details QRHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5
Closed -$11 – 2852
2025
Q2 		$11 Sell
5
-6
-55% -$14 ﹤0.01% 2540
2025
Q1 		$29 Buy
+11
New +$52 ﹤0.01% 2519

Other funds holding QRHC

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

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

True Wealth Design sold out of Quest Resource Holding (QRHC) in Q3 2025, closing a stake of 5 shares — an estimated $11 sold.

True Wealth Design first reported a position in QRHC in Q1 2025 and held it in 2 quarters. The position peaked at $29 in Q1 2025. 44 funds tracked by Wall St. Rank hold QRHC as of Q3 2025.

  • True Wealth Design reported no remaining Quest Resource Holding position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 5 Quest Resource Holding shares in Q3 2025, an estimated $11.
  • True Wealth Design first reported a position in Quest Resource Holding in Q1 2025 and held it in 2 quarters.
  • True Wealth Design's Quest Resource Holding position peaked at $29 in Q1 2025.
  • 44 funds tracked by Wall St. Rank held Quest Resource Holding as of Q3 2025.

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