TWD
RMR icon

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

True Wealth Design's RMR Position: Q2 2026 in Review

True Wealth Design held its The RMR Group (RMR) position steady in Q2 2026 at 19 shares worth $391. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

True Wealth Design first reported a position in RMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.93K in Q3 2025. 164 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

  • True Wealth Design held 19 shares of The RMR Group worth $391 as of Q2 2026.
  • True Wealth Design left its The RMR Group share count unchanged in Q2 2026.
  • The RMR Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2284 holding.
  • True Wealth Design first reported a position in The RMR Group in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's The RMR Group position peaked at $2.93K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.