True Wealth Design’s Sylvamo SLVM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-44	Closed	-$1.66K	–	2772
2026 Q2	$1.66K	Buy	44 +33	+300%	+$1.34K	﹤0.01%	1768
2026 Q1	$465	Hold	11	–	–	﹤0.01%	2084
2025 Q4	$530	Buy	11 +4	+57%	+$182	﹤0.01%	1934
2025 Q3	$310	Buy	7 +6	+600%	+$278	﹤0.01%	2171
2025 Q2	$51	Hold	1	–	–	﹤0.01%	2376
2025 Q1	$68	Buy	+1	New	+$73	﹤0.01%	2310

Other funds holding SLVM

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

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

True Wealth Design sold out of Sylvamo (SLVM) in Q3 2026, closing a stake of 44 shares — an estimated $1.66K sold.

True Wealth Design first reported a position in SLVM in Q1 2025 and held it in 6 quarters. The position peaked at $1.66K in Q2 2026. 28 funds tracked by Wall St. Rank hold SLVM as of Q3 2026.

True Wealth Design reported no remaining Sylvamo position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 44 Sylvamo shares in Q3 2026, an estimated $1.66K.
True Wealth Design first reported a position in Sylvamo in Q1 2025 and held it in 6 quarters.
True Wealth Design's Sylvamo position peaked at $1.66K in Q2 2026.
28 funds tracked by Wall St. Rank held Sylvamo as of Q3 2026.

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