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True Wealth Design’s Suzano SUZ Stock Holding History

True Wealth Design’s Portfolio SUZ Stock Details SUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326 Sell
42
-176
-81% -$1.53K ﹤0.01% 2331
2026
Q1 		$2.18K Buy
218
+162
+289% +$1.64K ﹤0.01% 1508
2025
Q4 		$524 Sell
56
-92
-62% -$836 ﹤0.01% 1937
2025
Q3 		$1.39K Buy
148
+93
+169% +$882 ﹤0.01% 1626
2025
Q2 		$518 Buy
55
+7
+15% +$64 ﹤0.01% 1729
2025
Q1 		$446 Hold
48
– – ﹤0.01% 1585
2024
Q4 		$486 Hold
48
– – ﹤0.01% 1098
2024
Q3 		$480 Sell
48
-5
-9% -$49 ﹤0.01% 1106
2024
Q2 		$545 Buy
53
+12
+29% +$126 ﹤0.01% 637
2024
Q1 		$524 Buy
41
+20
+95% +$225 ﹤0.01% 617
2023
Q4 		$239 Buy
21
+1
+5% +$11 ﹤0.01% 652
2023
Q3 		$215 Hold
20
– – ﹤0.01% 626
2023
Q2 		$185 Hold
20
– – ﹤0.01% 664
2023
Q1 		$165 Buy
20
+3
+18% +$27 ﹤0.01% 756
2022
Q4 		$157 Buy
+17
New +$167 ﹤0.01% 696

Other funds holding SUZ

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

True Wealth Design reduced its Suzano (SUZ) stake by 81% in Q2 2026, selling an estimated $1.53K and leaving 42 shares worth $326. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

True Wealth Design first reported a position in SUZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.18K in Q1 2026. 13 funds tracked by Wall St. Rank hold SUZ as of Q2 2026.

  • True Wealth Design held 42 shares of Suzano worth $326 as of Q2 2026.
  • True Wealth Design sold 176 Suzano shares in Q2 2026, an estimated $1.53K.
  • Suzano made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2331 holding.
  • True Wealth Design first reported a position in Suzano in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Suzano position peaked at $2.18K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Suzano as of Q2 2026.

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