True Wealth Design’s Stagwell STGW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.09K	Hold	134	–	–	﹤0.01%	1905
2026 Q2	$996	Buy	134 +36	+37%	+$239	﹤0.01%	1980
2026 Q1	$617	Buy	+98	New	+$548	﹤0.01%	1979
2025 Q2	–	Sell	-26	Closed	-$158	–	2813
2025 Q1	$158	Buy	+26	New	+$164	﹤0.01%	2043

Other funds holding STGW

AFG

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

True Wealth Design held its Stagwell (STGW) position steady in Q3 2026 at 134 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

True Wealth Design first reported a position in STGW in Q1 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold STGW as of Q3 2026.

True Wealth Design held 134 shares of Stagwell worth $1.09K as of Q3 2026.
True Wealth Design left its Stagwell share count unchanged in Q3 2026.
Stagwell made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1905 holding.
True Wealth Design first reported a position in Stagwell in Q1 2025 and has held it in 4 quarters since.
9 funds tracked by Wall St. Rank held Stagwell as of Q3 2026.

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