True Wealth Design’s TruBridge TBRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4	Closed	-$59	–	2914
2026 Q1	$59	Buy	+4	New	+$76	﹤0.01%	2547

Other funds holding TBRG

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

NCM

Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

True Wealth Design sold out of TruBridge (TBRG) in Q2 2026, closing a stake of 4 shares — an estimated $59 sold.

True Wealth Design first reported a position in TBRG in Q1 2026 and held it in 1 quarter. The position peaked at $59 in Q1 2026. 115 funds tracked by Wall St. Rank hold TBRG as of Q2 2026.

True Wealth Design reported no remaining TruBridge position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 4 TruBridge shares in Q2 2026, an estimated $59.
True Wealth Design first reported a position in TruBridge in Q1 2026 and held it in 1 quarter.
True Wealth Design's TruBridge position peaked at $59 in Q1 2026.
115 funds tracked by Wall St. Rank held TruBridge as of Q2 2026.

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