True Wealth Design’s TriMas Corp TRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$586	Sell	13 -13	-50%	-$517	﹤0.01%	2150
2026 Q1	$935	Sell	26 -3	-10%	-$108	﹤0.01%	1822
2025 Q4	$1.03K	Buy	29 +6	+26%	+$210	﹤0.01%	1693
2025 Q3	$889	Hold	23	–	–	﹤0.01%	1790
2025 Q2	$659	Sell	23 -9	-28%	-$221	﹤0.01%	1631
2025 Q1	$750	Buy	+32	New	+$758	﹤0.01%	1382

Other funds holding TRS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

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

True Wealth Design reduced its TriMas Corp (TRS) stake by 50% in Q2 2026, selling an estimated $517 and leaving 13 shares worth $586. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

True Wealth Design first reported a position in TRS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03K in Q4 2025. 208 funds tracked by Wall St. Rank hold TRS as of Q2 2026.

True Wealth Design held 13 shares of TriMas Corp worth $586 as of Q2 2026.
True Wealth Design sold 13 TriMas Corp shares in Q2 2026, an estimated $517.
TriMas Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2150 holding.
True Wealth Design first reported a position in TriMas Corp in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's TriMas Corp position peaked at $1.03K in Q4 2025.
208 funds tracked by Wall St. Rank held TriMas Corp as of Q2 2026.

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