TWD
SAIL

True Wealth Design’s SailPoint Inc SAIL Stock Holding History

True Wealth Design’s Portfolio SAIL Stock Details SAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-148
Closed -$1.96K – 2930
2026
Q1 		$1.96K Buy
+148
New +$2.31K ﹤0.01% 1548

Other funds holding SAIL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
AA
Altrafin AG Zurich $255M AUM 21.67% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

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

True Wealth Design sold out of SailPoint Inc (SAIL) in Q2 2026, closing a stake of 148 shares — an estimated $1.96K sold.

True Wealth Design first reported a position in SAIL in Q1 2026 and held it in 1 quarter. The position peaked at $1.96K in Q1 2026. 16 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • True Wealth Design reported no remaining SailPoint Inc position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 148 SailPoint Inc shares in Q2 2026, an estimated $1.96K.
  • True Wealth Design first reported a position in SailPoint Inc in Q1 2026 and held it in 1 quarter.
  • True Wealth Design's SailPoint Inc position peaked at $1.96K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

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