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True Wealth Design’s The RMR Group RMR Stock Holding History

True Wealth Design’s Portfolio RMR Stock Details RMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$344 Hold
19
– – ﹤0.01% 2231
2026
Q2 		$391 Hold
19
– – ﹤0.01% 2284
2026
Q1 		$294 Sell
19
-32
-63% -$519 ﹤0.01% 2227
2025
Q4 		$760 Sell
51
-135
-73% -$2.06K ﹤0.01% 1802
2025
Q3 		$2.93K Buy
186
+93
+100% +$1.55K ﹤0.01% 1319
2025
Q2 		$1.52K Buy
93
+23
+33% +$352 ﹤0.01% 1292
2025
Q1 		$1.17K Buy
+70
New +$1.29K ﹤0.01% 1216

Other funds holding RMR

TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

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

True Wealth Design held its The RMR Group (RMR) position steady in Q3 2026 at 19 shares worth $344. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

True Wealth Design first reported a position in RMR in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.93K in Q3 2025. 12 funds tracked by Wall St. Rank hold RMR as of Q3 2026.

  • True Wealth Design held 19 shares of The RMR Group worth $344 as of Q3 2026.
  • True Wealth Design left its The RMR Group share count unchanged in Q3 2026.
  • The RMR Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2231 holding.
  • True Wealth Design first reported a position in The RMR Group in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's The RMR Group position peaked at $2.93K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held The RMR Group as of Q3 2026.

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