TWD
STEM icon

True Wealth Design’s Stem STEM Stock Holding History

True Wealth Design’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5
Closed -$32 – 2875
2025
Q2 		$32 Sell
5
-77
-94% -$690 ﹤0.01% 2460
2025
Q1 		$574 Buy
+82
New +$950 ﹤0.01% 1491
2023
Q1 		– Sell
-3
Closed -$447 – 891
2022
Q4 		$447 Buy
+3
New +$721 ﹤0.01% 481

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

True Wealth Design's STEM Position: Q3 2025 in Review

True Wealth Design sold out of Stem (STEM) in Q3 2025, closing a stake of 5 shares — an estimated $32 sold.

True Wealth Design first reported a position in STEM in Q4 2022 and held it in 3 quarters. The position peaked at $574 in Q1 2025. 85 funds tracked by Wall St. Rank hold STEM as of Q3 2025.

  • True Wealth Design reported no remaining Stem position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 5 Stem shares in Q3 2025, an estimated $32.
  • True Wealth Design first reported a position in Stem in Q4 2022 and held it in 3 quarters.
  • True Wealth Design's Stem position peaked at $574 in Q1 2025.
  • 85 funds tracked by Wall St. Rank held Stem as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.