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True Wealth Design’s Sunstone Hotel Investors SHO Stock Holding History

True Wealth Design’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09K Sell
95
-30
-24% -$315 ﹤0.01% 1949
2026
Q1 		$1.13K Hold
125
– – ﹤0.01% 1764
2025
Q4 		$1.12K Buy
125
+30
+32% +$275 ﹤0.01% 1666
2025
Q3 		$891 Hold
95
– – ﹤0.01% 1788
2025
Q2 		$825 Buy
95
+91
+2,275% +$785 ﹤0.01% 1542
2025
Q1 		$38 Buy
+4
New +$43 ﹤0.01% 2451

Other funds holding SHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

True Wealth Design reduced its Sunstone Hotel Investors (SHO) stake by 24% in Q2 2026, selling an estimated $315 and leaving 95 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

True Wealth Design first reported a position in SHO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.13K in Q1 2026. 274 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • True Wealth Design held 95 shares of Sunstone Hotel Investors worth $1.09K as of Q2 2026.
  • True Wealth Design sold 30 Sunstone Hotel Investors shares in Q2 2026, an estimated $315.
  • Sunstone Hotel Investors made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1949 holding.
  • True Wealth Design first reported a position in Sunstone Hotel Investors in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Sunstone Hotel Investors position peaked at $1.13K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

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