TWD
SAFE

True Wealth Design’s Safehold SAFE Stock Holding History

True Wealth Design’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.85K Sell
245
-10
-4% -$152 ﹤0.01% 1441
2026
Q1 		$3.45K Sell
255
-78
-23% -$1.16K ﹤0.01% 1348
2025
Q4 		$4.56K Buy
333
+130
+64% +$1.85K ﹤0.01% 1122
2025
Q3 		$3.15K Sell
203
-105
-34% -$1.62K ﹤0.01% 1288
2025
Q2 		$4.79K Buy
308
+300
+3,750% +$4.66K ﹤0.01% 826
2025
Q1 		$150 Buy
+8
New +$141 ﹤0.01% 2065

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
MSD Capital New York $102M AUM 2.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

True Wealth Design reduced its Safehold (SAFE) stake by 3.9% in Q2 2026, selling an estimated $152 and leaving 245 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

True Wealth Design first reported a position in SAFE in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.79K in Q2 2025. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • True Wealth Design held 245 shares of Safehold worth $3.85K as of Q2 2026.
  • True Wealth Design sold 10 Safehold shares in Q2 2026, an estimated $152.
  • Safehold made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1441 holding.
  • True Wealth Design first reported a position in Safehold in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Safehold position peaked at $4.79K in Q2 2025.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

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