True Wealth Design’s Turning Point Brands TPB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$353	Sell	6 -9	-60%	-$705	﹤0.01%	2226
2026 Q2	$1.27K	Hold	15	–	–	﹤0.01%	1888
2026 Q1	$1.3K	Hold	15	–	–	﹤0.01%	1705
2025 Q4	$1.63K	Sell	15 -4	-21%	-$391	﹤0.01%	1529
2025 Q3	$1.88K	Buy	19 +4	+27%	+$362	﹤0.01%	1485
2025 Q2	$1.14K	Buy	15 +9	+150%	+$612	﹤0.01%	1415
2025 Q1	$357	Sell	6 -2	-25%	-$124	﹤0.01%	1698
2024 Q4	$481	Buy	8 +4	+100%	+$214	﹤0.01%	1101
2024 Q3	$173	Buy	+4	New	+$153	﹤0.01%	1204

Other funds holding TPB

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

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

True Wealth Design reduced its Turning Point Brands (TPB) stake by 60% in Q3 2026, selling an estimated $705 and leaving 6 shares worth $353. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

True Wealth Design first reported a position in TPB in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.88K in Q3 2025. 14 funds tracked by Wall St. Rank hold TPB as of Q3 2026.

True Wealth Design held 6 shares of Turning Point Brands worth $353 as of Q3 2026.
True Wealth Design sold 9 Turning Point Brands shares in Q3 2026, an estimated $705.
Turning Point Brands made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2226 holding.
True Wealth Design first reported a position in Turning Point Brands in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Turning Point Brands position peaked at $1.88K in Q3 2025.
14 funds tracked by Wall St. Rank held Turning Point Brands as of Q3 2026.

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