TWD
SI

True Wealth Design’s Shoulder Innovations Inc SI Stock Holding History

True Wealth Design’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203 Buy
10
+9
+900% +$138 ﹤0.01% 2445
2026
Q1 		$15 Hold
1
– – ﹤0.01% 2656
2025
Q4 		$15 Buy
+1
New +$14 ﹤0.01% 2501

Other funds holding SI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $143M AUM 102.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KC
KCM Capital Shawnee, Kansas $618M AUM
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
RC
Roubaix Capital Denver, Colorado $279M AUM 54.84% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

True Wealth Design increased its Shoulder Innovations Inc (SI) stake by 900% in Q2 2026, buying an estimated $138 and bringing the position to 10 shares worth $203. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

True Wealth Design first reported a position in SI in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • True Wealth Design held 10 shares of Shoulder Innovations Inc worth $203 as of Q2 2026.
  • True Wealth Design bought 9 Shoulder Innovations Inc shares in Q2 2026, an estimated $138.
  • Shoulder Innovations Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2445 holding.
  • True Wealth Design first reported a position in Shoulder Innovations Inc in Q4 2025 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held Shoulder Innovations Inc as of Q2 2026.

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