True Wealth Design’s Roadzen RDZN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-16	Closed	-$16	–	2857
2025 Q2	$16	Sell	16 -1	-6%	-$1	﹤0.01%	2528
2025 Q1	$18	Buy	+17	New	+$23	﹤0.01%	2603

Other funds holding RDZN

Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return

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

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

True Wealth Design sold out of Roadzen (RDZN) in Q3 2025, closing a stake of 16 shares — an estimated $16 sold.

True Wealth Design first reported a position in RDZN in Q1 2025 and held it in 2 quarters. The position peaked at $18 in Q1 2025. 28 funds tracked by Wall St. Rank hold RDZN as of Q3 2025.

True Wealth Design reported no remaining Roadzen position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 16 Roadzen shares in Q3 2025, an estimated $16.
True Wealth Design first reported a position in Roadzen in Q1 2025 and held it in 2 quarters.
True Wealth Design's Roadzen position peaked at $18 in Q1 2025.
28 funds tracked by Wall St. Rank held Roadzen as of Q3 2025.

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