True Wealth Design’s Sturm, Ruger & Co RGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.59K	Buy	+61	New	+$2.36K	﹤0.01%	1586
2026 Q2	–	Sell	-2	Closed	-$81	–	2852
2026 Q1	$81	Sell	2 -3	-60%	-$114	﹤0.01%	2504
2025 Q4	$164	Sell	5 -24	-83%	-$889	﹤0.01%	2264
2025 Q3	$1.26K	Sell	29 -35	-55%	-$1.26K	﹤0.01%	1671
2025 Q2	$2.3K	Sell	64 -85	-57%	-$3.16K	﹤0.01%	1125
2025 Q1	$5.86K	Buy	+149	New	+$5.59K	﹤0.01%	637

Other funds holding RGR

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

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

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

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

True Wealth Design opened a new position in Sturm, Ruger & Co (RGR) in Q3 2026: 61 shares worth $2.59K. The stake represents ﹤0.01% of the portfolio and ranks #1586 among its holdings. This is a return to the name: True Wealth Design previously reported a position in RGR as recently as Q1 2026.

True Wealth Design first reported a position in RGR in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.86K in Q1 2025. 37 funds tracked by Wall St. Rank hold RGR as of Q3 2026.

True Wealth Design held 61 shares of Sturm, Ruger & Co worth $2.59K as of Q3 2026.
Sturm, Ruger & Co was a new True Wealth Design position in Q3 2026.
Sturm, Ruger & Co made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1586 holding.
True Wealth Design first reported a position in Sturm, Ruger & Co in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Sturm, Ruger & Co position peaked at $5.86K in Q1 2025.
37 funds tracked by Wall St. Rank held Sturm, Ruger & Co as of Q3 2026.

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