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TRNS icon

True Wealth Design’s Transcat TRNS Stock Holding History

True Wealth Design’s Portfolio TRNS Stock Details TRNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$928 Buy
10
+8
+400% +$653 ﹤0.01% 2009
2026
Q1 		$147 Buy
+2
New +$141 ﹤0.01% 2393

Other funds holding TRNS

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

True Wealth Design increased its Transcat (TRNS) stake by 400% in Q2 2026, buying an estimated $653 and bringing the position to 10 shares worth $928. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

True Wealth Design first reported a position in TRNS in Q1 2026 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold TRNS as of Q2 2026.

  • True Wealth Design held 10 shares of Transcat worth $928 as of Q2 2026.
  • True Wealth Design bought 8 Transcat shares in Q2 2026, an estimated $653.
  • Transcat made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2009 holding.
  • True Wealth Design first reported a position in Transcat in Q1 2026 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Transcat as of Q2 2026.

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