True Wealth Design’s Stitch Fix SFIX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.6K	Sell	1,014 -1,387	-58%	-$4.73K	﹤0.01%	1584
2026 Q2	$9.87K	Buy	2,401 +1,987	+480%	+$7.23K	﹤0.01%	1063
2026 Q1	$1.37K	Buy	414 +221	+115%	+$902	﹤0.01%	1688
2025 Q4	$1.01K	Buy	193 +82	+74%	+$374	﹤0.01%	1697
2025 Q3	$483	Buy	+111	New	+$548	﹤0.01%	2015
2025 Q2	–	Sell	-421	Closed	-$1.37K	–	2808
2025 Q1	$1.37K	Buy	421 +176	+72%	+$802	﹤0.01%	1153
2024 Q4	$1.06K	Sell	245 -739	-75%	-$2.72K	﹤0.01%	921
2024 Q3	$2.77K	Buy	+984	New	+$3.83K	﹤0.01%	699

Other funds holding SFIX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

True Wealth Design reduced its Stitch Fix (SFIX) stake by 58% in Q3 2026, selling an estimated $4.73K and leaving 1,014 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

True Wealth Design first reported a position in SFIX in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.87K in Q2 2026. 10 funds tracked by Wall St. Rank hold SFIX as of Q3 2026.

True Wealth Design held 1,014 shares of Stitch Fix worth $2.6K as of Q3 2026.
True Wealth Design sold 1,387 Stitch Fix shares in Q3 2026, an estimated $4.73K.
Stitch Fix made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1584 holding.
True Wealth Design first reported a position in Stitch Fix in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Stitch Fix position peaked at $9.87K in Q2 2026.
10 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2026.

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