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True Wealth Design’s Stoneridge SRI Stock Holding History

True Wealth Design’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$396 Sell
54
-137
-72% -$940 ﹤0.01% 2277
2026
Q1 		$923 Sell
191
-73
-28% -$500 ﹤0.01% 1829
2025
Q4 		$1.53K Sell
264
-165
-38% -$1.04K ﹤0.01% 1551
2025
Q3 		$3.27K Sell
429
-223
-34% -$1.77K ﹤0.01% 1270
2025
Q2 		$4.59K Buy
652
+548
+527% +$2.68K ﹤0.01% 841
2025
Q1 		$478 Buy
104
+103
+10,300% +$524 ﹤0.01% 1558
2024
Q4 		$7 Buy
+1
New +$8 ﹤0.01% 1347

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

True Wealth Design reduced its Stoneridge (SRI) stake by 72% in Q2 2026, selling an estimated $940 and leaving 54 shares worth $396. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

True Wealth Design first reported a position in SRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.59K in Q2 2025. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • True Wealth Design held 54 shares of Stoneridge worth $396 as of Q2 2026.
  • True Wealth Design sold 137 Stoneridge shares in Q2 2026, an estimated $940.
  • Stoneridge made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2277 holding.
  • True Wealth Design first reported a position in Stoneridge in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Stoneridge position peaked at $4.59K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

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