True Wealth Design’s Snap SNAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22.6K	Buy	4,192 +2,021	+93%	+$10.4K	0.01%	782
2026 Q2	$9.6K	Buy	2,171 +1,538	+243%	+$8.41K	﹤0.01%	1073
2026 Q1	$2.91K	Sell	633 -461	-42%	-$2.72K	﹤0.01%	1400
2025 Q4	$8.83K	Buy	1,094 +661	+153%	+$5.23K	﹤0.01%	909
2025 Q3	$3.34K	Buy	433 +290	+203%	+$2.41K	﹤0.01%	1262
2025 Q2	$1.24K	Buy	143 +51	+55%	+$423	﹤0.01%	1378
2025 Q1	$802	Buy	92 +50	+119%	+$521	﹤0.01%	1348
2024 Q4	$453	Buy	42 +11	+35%	+$124	﹤0.01%	1111
2024 Q3	$332	Sell	31 -5	-14%	-$57	﹤0.01%	1150
2024 Q2	$598	Buy	36 +22	+157%	+$316	﹤0.01%	623
2024 Q1	$161	Buy	14 +6	+75%	+$80	﹤0.01%	753
2023 Q4	$136	Buy	8 +4	+100%	+$49	﹤0.01%	722
2023 Q3	$36	Hold	4	–	–	﹤0.01%	759
2023 Q2	$48	Buy	4 +1	+33%	+$10	﹤0.01%	760
2023 Q1	$34	Hold	3	–	–	﹤0.01%	847
2022 Q4	$27	Buy	+3	New	+$30	﹤0.01%	793

Other funds holding SNAP

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

True Wealth Design increased its Snap (SNAP) stake by 93% in Q3 2026, buying an estimated $10.4K and bringing the position to 4,192 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #782.

True Wealth Design first reported a position in SNAP in Q4 2022 and has held it in 16 quarters since. 56 funds tracked by Wall St. Rank hold SNAP as of Q3 2026.

True Wealth Design held 4,192 shares of Snap worth $22.6K as of Q3 2026.
True Wealth Design bought 2,021 Snap shares in Q3 2026, an estimated $10.4K.
Snap made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #782 holding.
True Wealth Design first reported a position in Snap in Q4 2022 and has held it in 16 quarters since.
56 funds tracked by Wall St. Rank held Snap as of Q3 2026.

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