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True Wealth Design’s Richardson Electronics RELL Stock Holding History

True Wealth Design’s Portfolio RELL Stock Details RELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$10 – 2859
2025
Q2 		$10 Sell
1
-5
-83% -$46 ﹤0.01% 2544
2025
Q1 		$67 Buy
+6
New +$78 ﹤0.01% 2313

Other funds holding RELL

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.6B AUM 17.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Aldebaran Capital Carmel, Indiana $133M AUM 42.18% 1-Year Est. Return

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

True Wealth Design sold out of Richardson Electronics (RELL) in Q3 2025, closing a stake of 1 share — an estimated $10 sold.

True Wealth Design first reported a position in RELL in Q1 2025 and held it in 2 quarters. The position peaked at $67 in Q1 2025. 88 funds tracked by Wall St. Rank hold RELL as of Q3 2025.

  • True Wealth Design reported no remaining Richardson Electronics position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Richardson Electronics share in Q3 2025, an estimated $10.
  • True Wealth Design first reported a position in Richardson Electronics in Q1 2025 and held it in 2 quarters.
  • True Wealth Design's Richardson Electronics position peaked at $67 in Q1 2025.
  • 88 funds tracked by Wall St. Rank held Richardson Electronics as of Q3 2025.

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