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True Wealth Design’s Smith & Wesson SWBI Stock Holding History

True Wealth Design’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121 Sell
8
-4
-33% -$60 ﹤0.01% 2525
2026
Q1 		$172 Buy
12
+4
+50% +$49 ﹤0.01% 2359
2025
Q4 		$79 Hold
8
– – ﹤0.01% 2376
2025
Q3 		$79 Buy
+8
New +$68 ﹤0.01% 2496
2024
Q4 		– Sell
-62
Closed -$805 – 1510
2024
Q3 		$805 Buy
+62
New +$895 ﹤0.01% 1014

Other funds holding SWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

True Wealth Design reduced its Smith & Wesson (SWBI) stake by 33% in Q2 2026, selling an estimated $60 and leaving 8 shares worth $121. The position accounts for ﹤0.01% of the portfolio, ranked #2525.

True Wealth Design first reported a position in SWBI in Q3 2024 and has held it in 5 quarters since. The position peaked at $805 in Q3 2024. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

  • True Wealth Design held 8 shares of Smith & Wesson worth $121 as of Q2 2026.
  • True Wealth Design sold 4 Smith & Wesson shares in Q2 2026, an estimated $60.
  • Smith & Wesson made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2525 holding.
  • True Wealth Design first reported a position in Smith & Wesson in Q3 2024 and has held it in 5 quarters since.
  • True Wealth Design's Smith & Wesson position peaked at $805 in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

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