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True Wealth Design’s Transocean RIG Stock Holding History

True Wealth Design’s Portfolio RIG Stock Details RIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.13K Buy
407
+375
+1,172% +$2.05K ﹤0.01% 1659
2026
Q2 		$157 Hold
32
– – ﹤0.01% 2490
2026
Q1 		$213 Hold
32
– – ﹤0.01% 2322
2025
Q4 		$133 Hold
32
– – ﹤0.01% 2291
2025
Q3 		$100 Hold
32
– – ﹤0.01% 2446
2025
Q2 		$83 Sell
32
-11
-26% -$28 ﹤0.01% 2286
2025
Q1 		$137 Buy
+43
New +$151 ﹤0.01% 2097

Other funds holding RIG

FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return

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

True Wealth Design increased its Transocean (RIG) stake by 1,172% in Q3 2026, buying an estimated $2.05K and bringing the position to 407 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

True Wealth Design first reported a position in RIG in Q1 2025 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold RIG as of Q3 2026.

  • True Wealth Design held 407 shares of Transocean worth $2.13K as of Q3 2026.
  • True Wealth Design bought 375 Transocean shares in Q3 2026, an estimated $2.05K.
  • Transocean made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1659 holding.
  • True Wealth Design first reported a position in Transocean in Q1 2025 and has held it in 7 quarters since.
  • 21 funds tracked by Wall St. Rank held Transocean as of Q3 2026.

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