True Wealth Design’s SolarWinds Corporation Common Stock SWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$19	–	2878
2025 Q1	$19	Buy	+1	New	+$17	﹤0.01%	2597

Other funds holding SWI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's SWI Position: Q2 2025 in Review

True Wealth Design sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 1 share — an estimated $19 sold.

True Wealth Design first reported a position in SWI in Q1 2025 and held it in 1 quarter. The position peaked at $19 in Q1 2025. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

True Wealth Design reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 1 SolarWinds Corporation Common Stock share in Q2 2025, an estimated $19.
True Wealth Design first reported a position in SolarWinds Corporation Common Stock in Q1 2025 and held it in 1 quarter.
True Wealth Design's SolarWinds Corporation Common Stock position peaked at $19 in Q1 2025.
1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.