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True Wealth Design’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History

True Wealth Design’s Portfolio STHO Stock Details STHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24
Closed -$198 – 2798
2025
Q3 		$198 Sell
24
-48
-67% -$390 ﹤0.01% 2306
2025
Q2 		$563 Buy
72
+39
+118% +$270 ﹤0.01% 1697
2025
Q1 		$281 Sell
33
-91
-73% -$794 ﹤0.01% 1806
2024
Q4 		$1.21K Buy
+124
New +$1.45K ﹤0.01% 879

Other funds holding STHO

HCM
Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
FC
Foursixthree Capital New York $485M AUM 117.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $109M AUM 97.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's STHO Position: Q4 2025 in Review

True Wealth Design sold out of Star Holdings Shares of Beneficial Interest (STHO) in Q4 2025, closing a stake of 24 shares — an estimated $198 sold.

True Wealth Design first reported a position in STHO in Q4 2024 and held it in 4 quarters. The position peaked at $1.21K in Q4 2024. 83 funds tracked by Wall St. Rank hold STHO as of Q4 2025.

  • True Wealth Design reported no remaining Star Holdings Shares of Beneficial Interest position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 24 Star Holdings Shares of Beneficial Interest shares in Q4 2025, an estimated $198.
  • True Wealth Design first reported a position in Star Holdings Shares of Beneficial Interest in Q4 2024 and held it in 4 quarters.
  • True Wealth Design's Star Holdings Shares of Beneficial Interest position peaked at $1.21K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Star Holdings Shares of Beneficial Interest as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.