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True Wealth Design’s Spok Holdings SPOK Stock Holding History

True Wealth Design’s Portfolio SPOK Stock Details SPOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$144 Buy
14
+7
+100% +$76 ﹤0.01% 2503
2026
Q1 		$77 Sell
7
-38
-84% -$484 ﹤0.01% 2509
2025
Q4 		$594 Buy
+45
New +$637 ﹤0.01% 1896

Other funds holding SPOK

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

True Wealth Design increased its Spok Holdings (SPOK) stake by 100% in Q2 2026, buying an estimated $76 and bringing the position to 14 shares worth $144. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

True Wealth Design first reported a position in SPOK in Q4 2025 and has held it in 3 quarters since. The position peaked at $594 in Q4 2025. 9 funds tracked by Wall St. Rank hold SPOK as of Q2 2026.

  • True Wealth Design held 14 shares of Spok Holdings worth $144 as of Q2 2026.
  • True Wealth Design bought 7 Spok Holdings shares in Q2 2026, an estimated $76.
  • Spok Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2503 holding.
  • True Wealth Design first reported a position in Spok Holdings in Q4 2025 and has held it in 3 quarters since.
  • True Wealth Design's Spok Holdings position peaked at $594 in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Spok Holdings as of Q2 2026.

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