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True Wealth Design’s Smith-Midland SMID Stock Holding History

True Wealth Design’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$33 – 2867
2026
Q1 		$33 Hold
1
– – ﹤0.01% 2599
2025
Q4 		$37 Hold
1
– – ﹤0.01% 2441
2025
Q3 		$37 Hold
1
– – ﹤0.01% 2610
2025
Q2 		$34 Hold
1
– – ﹤0.01% 2449
2025
Q1 		$32 Buy
+1
New +$37 ﹤0.01% 2500

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design sold out of Smith-Midland (SMID) in Q2 2026, closing a stake of 1 share — an estimated $33 sold.

True Wealth Design first reported a position in SMID in Q1 2025 and held it in 5 quarters. The position peaked at $37 in Q4 2025. 8 funds tracked by Wall St. Rank hold SMID as of Q2 2026.

  • True Wealth Design reported no remaining Smith-Midland position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 1 Smith-Midland share in Q2 2026, an estimated $33.
  • True Wealth Design first reported a position in Smith-Midland in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Smith-Midland position peaked at $37 in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Smith-Midland as of Q2 2026.

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