True Wealth Design’s TAL Education Group TAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$568	Buy	+47	New	+$536	﹤0.01%	2099
2026 Q2	–	Sell	-115	Closed	-$1.31K	–	2881
2026 Q1	$1.31K	Buy	115 +47	+69%	+$529	﹤0.01%	1703
2025 Q4	$742	Hold	68	–	–	﹤0.01%	1822
2025 Q3	$762	Buy	+68	New	+$732	﹤0.01%	1853

Other funds holding TAL

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

True Wealth Design opened a new position in TAL Education Group (TAL) in Q3 2026: 47 shares worth $568. The stake represents ﹤0.01% of the portfolio and ranks #2099 among its holdings. This is a return to the name: True Wealth Design previously reported a position in TAL as recently as Q1 2026.

True Wealth Design first reported a position in TAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.31K in Q1 2026. 4 funds tracked by Wall St. Rank hold TAL as of Q3 2026.

True Wealth Design held 47 shares of TAL Education Group worth $568 as of Q3 2026.
TAL Education Group was a new True Wealth Design position in Q3 2026.
TAL Education Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2099 holding.
True Wealth Design first reported a position in TAL Education Group in Q3 2025 and has held it in 4 quarters since.
True Wealth Design's TAL Education Group position peaked at $1.31K in Q1 2026.
4 funds tracked by Wall St. Rank held TAL Education Group as of Q3 2026.

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