True Wealth Design’s TripAdvisor TRIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-488	Closed	-$6.69K	–	2784
2026 Q2	$6.69K	Buy	488 +181	+59%	+$2.05K	﹤0.01%	1203
2026 Q1	$3.27K	Buy	307 +239	+351%	+$2.78K	﹤0.01%	1370
2025 Q4	$991	Sell	68 -3	-4%	-$46	﹤0.01%	1708
2025 Q3	$1.16K	Buy	71 +3	+4%	+$52	﹤0.01%	1702
2025 Q2	$888	Sell	68 -2,013	-97%	-$26.9K	﹤0.01%	1517
2025 Q1	$29.5K	Sell	2,081 -47	-2%	-$736	0.01%	280
2024 Q4	$31.4K	Buy	2,128 +268	+14%	+$3.92K	0.01%	256
2024 Q3	$27K	Buy	+1,860	New	+$28.8K	0.01%	277

Other funds holding TRIP

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

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

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

VCM

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

FFA

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

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

True Wealth Design sold out of TripAdvisor (TRIP) in Q3 2026, closing a stake of 488 shares — an estimated $6.69K sold.

True Wealth Design first reported a position in TRIP in Q3 2024 and held it in 8 quarters. The position peaked at $31.4K in Q4 2024. 8 funds tracked by Wall St. Rank hold TRIP as of Q3 2026.

True Wealth Design reported no remaining TripAdvisor position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 488 TripAdvisor shares in Q3 2026, an estimated $6.69K.
True Wealth Design first reported a position in TripAdvisor in Q3 2024 and held it in 8 quarters.
True Wealth Design's TripAdvisor position peaked at $31.4K in Q4 2024.
8 funds tracked by Wall St. Rank held TripAdvisor as of Q3 2026.

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