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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
Q3 		$691 Sell
130
-5
-4% -$26 ﹤0.01% 2043
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 $6.57B AUM 14.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's SBS Position: Q3 2026 in Review

True Wealth Design reduced its Sabesp (SBS) stake by 3.7% in Q3 2026, selling an estimated $26 and leaving 130 shares worth $691. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

True Wealth Design first reported a position in SBS in Q4 2022 and has held it in 16 quarters since. The position peaked at $766K in Q2 2024. 8 funds tracked by Wall St. Rank hold SBS as of Q3 2026.

  • True Wealth Design held 130 shares of Sabesp worth $691 as of Q3 2026.
  • True Wealth Design sold 5 Sabesp shares in Q3 2026, an estimated $26.
  • Sabesp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2043 holding.
  • True Wealth Design first reported a position in Sabesp in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Sabesp position peaked at $766K in Q2 2024.
  • 8 funds tracked by Wall St. Rank held Sabesp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.