True Wealth Design’s Sunbelt Rentals Holdings SUNB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.69K	Buy	64 +60	+1,500%	+$4.47K	﹤0.01%	1366
2026 Q2	$300	Sell	4 -22	-85%	-$1.65K	﹤0.01%	2357
2026 Q1	$1.69K	Buy	+26	New	+$1.82K	﹤0.01%	1613

Other funds holding SUNB

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

FAS

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

BAM

Burkett Asset Management Victoria $106M AUM 18.13% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

SWM

Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

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

True Wealth Design increased its Sunbelt Rentals Holdings (SUNB) stake by 1,500% in Q3 2026, buying an estimated $4.47K and bringing the position to 64 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

True Wealth Design first reported a position in SUNB in Q1 2026 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold SUNB as of Q3 2026.

True Wealth Design held 64 shares of Sunbelt Rentals Holdings worth $4.69K as of Q3 2026.
True Wealth Design bought 60 Sunbelt Rentals Holdings shares in Q3 2026, an estimated $4.47K.
Sunbelt Rentals Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1366 holding.
True Wealth Design first reported a position in Sunbelt Rentals Holdings in Q1 2026 and has held it in 3 quarters since.
40 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q3 2026.

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