TWD
TK icon

True Wealth Design’s Teekay TK Stock Holding History

True Wealth Design’s Portfolio TK Stock Details TK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-49
Closed -$599 – 2886
2026
Q1 		$599 Hold
49
– – ﹤0.01% 1988
2025
Q4 		$443 Buy
49
+8
+20% +$74 ﹤0.01% 1992
2025
Q3 		$336 Hold
41
– – ﹤0.01% 2143
2025
Q2 		$339 Hold
41
– – ﹤0.01% 1884
2025
Q1 		$270 Buy
41
+35
+583% +$242 ﹤0.01% 1826
2024
Q4 		$42 Buy
+6
New +$46 ﹤0.01% 1319

Other funds holding TK

VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

True Wealth Design sold out of Teekay (TK) in Q2 2026, closing a stake of 49 shares — an estimated $599 sold.

True Wealth Design first reported a position in TK in Q4 2024 and held it in 6 quarters. The position peaked at $599 in Q1 2026. 14 funds tracked by Wall St. Rank hold TK as of Q2 2026.

  • True Wealth Design reported no remaining Teekay position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 49 Teekay shares in Q2 2026, an estimated $599.
  • True Wealth Design first reported a position in Teekay in Q4 2024 and held it in 6 quarters.
  • True Wealth Design's Teekay position peaked at $599 in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Teekay as of Q2 2026.

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