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True Wealth Design’s Superior Group of Companies SGC Stock Holding History

True Wealth Design’s Portfolio SGC Stock Details SGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11
Closed -$112 – 2864
2026
Q1 		$112 Hold
11
– – ﹤0.01% 2449
2025
Q4 		$107 Sell
11
-2
-15% -$20 ﹤0.01% 2333
2025
Q3 		$140 Buy
13
+3
+30% +$34 ﹤0.01% 2381
2025
Q2 		$103 Buy
10
+4
+67% +$41 ﹤0.01% 2230
2025
Q1 		$66 Buy
+6
New +$84 ﹤0.01% 2316

Other funds holding SGC

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM

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

True Wealth Design sold out of Superior Group of Companies (SGC) in Q2 2026, closing a stake of 11 shares — an estimated $112 sold.

True Wealth Design first reported a position in SGC in Q1 2025 and held it in 5 quarters. The position peaked at $140 in Q3 2025. 14 funds tracked by Wall St. Rank hold SGC as of Q2 2026.

  • True Wealth Design reported no remaining Superior Group of Companies position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 11 Superior Group of Companies shares in Q2 2026, an estimated $112.
  • True Wealth Design first reported a position in Superior Group of Companies in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Superior Group of Companies position peaked at $140 in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Superior Group of Companies as of Q2 2026.

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