TWD
SHYF

True Wealth Design’s The Shyft Group SHYF Stock Holding History

True Wealth Design’s Portfolio SHYF Stock Details SHYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-23
Closed -$187 – 2809
2025
Q1 		$187 Buy
+23
New +$247 ﹤0.01% 1989

Other funds holding SHYF

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

True Wealth Design's SHYF Position: Q2 2025 in Review

True Wealth Design sold out of The Shyft Group (SHYF) in Q2 2025, closing a stake of 23 shares — an estimated $187 sold.

True Wealth Design first reported a position in SHYF in Q1 2025 and held it in 1 quarter. The position peaked at $187 in Q1 2025. 129 funds tracked by Wall St. Rank hold SHYF as of Q2 2025.

  • True Wealth Design reported no remaining The Shyft Group position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 23 The Shyft Group shares in Q2 2025, an estimated $187.
  • True Wealth Design first reported a position in The Shyft Group in Q1 2025 and held it in 1 quarter.
  • True Wealth Design's The Shyft Group position peaked at $187 in Q1 2025.
  • 129 funds tracked by Wall St. Rank held The Shyft Group as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.