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True Wealth Design’s Standex International SXI Stock Holding History

True Wealth Design’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$646 – 2816
2025
Q1 		$646 Buy
+4
New +$733 ﹤0.01% 1450

Other funds holding SXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

True Wealth Design sold out of Standex International (SXI) in Q2 2025, closing a stake of 4 shares — an estimated $646 sold.

True Wealth Design first reported a position in SXI in Q1 2025 and held it in 1 quarter. The position peaked at $646 in Q1 2025. 236 funds tracked by Wall St. Rank hold SXI as of Q2 2025.

  • True Wealth Design reported no remaining Standex International position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 4 Standex International shares in Q2 2025, an estimated $646.
  • True Wealth Design first reported a position in Standex International in Q1 2025 and held it in 1 quarter.
  • True Wealth Design's Standex International position peaked at $646 in Q1 2025.
  • 236 funds tracked by Wall St. Rank held Standex International as of Q2 2025.

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