TWD
TIPT icon

True Wealth Design’s Tiptree Inc TIPT Stock Holding History

True Wealth Design’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$782 Sell
46
-25
-35% -$448 ﹤0.01% 2009
2026
Q2 		$1.27K Buy
71
+61
+610% +$1.05K ﹤0.01% 1887
2026
Q1 		$170 Sell
10
-20
-67% -$342 ﹤0.01% 2363
2025
Q4 		$549 Buy
30
+12
+67% +$219 ﹤0.01% 1923
2025
Q3 		$346 Buy
+18
New +$401 ﹤0.01% 2126

Other funds holding TIPT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

True Wealth Design reduced its Tiptree Inc (TIPT) stake by 35% in Q3 2026, selling an estimated $448 and leaving 46 shares worth $782. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

True Wealth Design first reported a position in TIPT in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.27K in Q2 2026. 7 funds tracked by Wall St. Rank hold TIPT as of Q3 2026.

  • True Wealth Design held 46 shares of Tiptree Inc worth $782 as of Q3 2026.
  • True Wealth Design sold 25 Tiptree Inc shares in Q3 2026, an estimated $448.
  • Tiptree Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2009 holding.
  • True Wealth Design first reported a position in Tiptree Inc in Q3 2025 and has held it in 5 quarters since.
  • True Wealth Design's Tiptree Inc position peaked at $1.27K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2026.

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