True Wealth Design’s Steelcase SCS Stock Holding History

True Wealth Design’s Portfolio SCS Stock Details SCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-109	Closed	-$1.88K	–	2785
2025 Q3	$1.88K	Buy	109 +81	+289%	+$1.17K	﹤0.01%	1486
2025 Q2	$293	Buy	28 +5	+22%	+$51	﹤0.01%	1945
2025 Q1	$253	Sell	23 -195	-89%	-$2.25K	﹤0.01%	1860
2024 Q4	$2.58K	Buy	218 +195	+848%	+$2.51K	﹤0.01%	677
2024 Q3	$311	Buy	+23	New	+$308	﹤0.01%	1156

Other funds holding SCS

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's SCS Position: Q4 2025 in Review

True Wealth Design sold out of Steelcase (SCS) in Q4 2025, closing a stake of 109 shares — an estimated $1.88K sold.

True Wealth Design first reported a position in SCS in Q3 2024 and held it in 5 quarters. The position peaked at $2.58K in Q4 2024. 3 funds tracked by Wall St. Rank hold SCS as of Q4 2025.

True Wealth Design reported no remaining Steelcase position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 109 Steelcase shares in Q4 2025, an estimated $1.88K.
True Wealth Design first reported a position in Steelcase in Q3 2024 and held it in 5 quarters.
True Wealth Design's Steelcase position peaked at $2.58K in Q4 2024.
3 funds tracked by Wall St. Rank held Steelcase as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.