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 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

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return