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True Wealth Design’s Sabesp SBS Stock Holding History

True Wealth Design’s Portfolio SBS Stock Details SBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$781 Sell
135
-175
-56% -$1.06K ﹤0.01% 2071
2026
Q1 		$1.89K Buy
310
+85
+38% +$467 ﹤0.01% 1568
2025
Q4 		$1.08K Sell
225
-2
-0.9% -$10 ﹤0.01% 1680
2025
Q3 		$1.1K Buy
227
+77
+51% +$324 ﹤0.01% 1714
2025
Q2 		$638 Buy
150
+21
+16% +$81 ﹤0.01% 1639
2025
Q1 		$447 Hold
129
– – ﹤0.01% 1583
2024
Q4 		$359 Sell
129
-1,103
-90% -$3.37K ﹤0.01% 1149
2024
Q3 		$3.95K Sell
1,232
-292,288
-100% -$933K ﹤0.01% 618
2024
Q2 		$766K Buy
293,520
+293,422
+299,410% +$859K 0.19% 96
2024
Q1 		$320 Buy
98
+41
+72% +$125 ﹤0.01% 703
2023
Q4 		$168 Hold
57
– – ﹤0.01% 699
2023
Q3 		$134 Hold
57
– – ﹤0.01% 697
2023
Q2 		$131 Hold
57
– – ﹤0.01% 705
2023
Q1 		$111 Hold
57
– – ﹤0.01% 784
2022
Q4 		$117 Buy
+57
New +$120 ﹤0.01% 724

Other funds holding SBS

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

True Wealth Design reduced its Sabesp (SBS) stake by 56% in Q2 2026, selling an estimated $1.06K and leaving 135 shares worth $781. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

True Wealth Design first reported a position in SBS in Q4 2022 and has held it in 15 quarters since. The position peaked at $766K in Q2 2024. 31 funds tracked by Wall St. Rank hold SBS as of Q2 2026.

  • True Wealth Design held 135 shares of Sabesp worth $781 as of Q2 2026.
  • True Wealth Design sold 175 Sabesp shares in Q2 2026, an estimated $1.06K.
  • Sabesp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2071 holding.
  • True Wealth Design first reported a position in Sabesp in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Sabesp position peaked at $766K in Q2 2024.
  • 31 funds tracked by Wall St. Rank held Sabesp as of Q2 2026.

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