True Wealth Design’s TrueCar TRUE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5	Closed	-$12	–	2817
2025 Q4	$12	Sell	5 -2	-29%	-$4	﹤0.01%	2513
2025 Q3	$13	Sell	7 -6	-46%	-$12	﹤0.01%	2681
2025 Q2	$25	Sell	13 -183	-93%	-$279	﹤0.01%	2492
2025 Q1	$310	Buy	+196	New	+$544	﹤0.01%	1756

Other funds holding TRUE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's TRUE Position: Q1 2026 in Review

True Wealth Design sold out of TrueCar (TRUE) in Q1 2026, closing a stake of 5 shares — an estimated $12 sold.

True Wealth Design first reported a position in TRUE in Q1 2025 and held it in 4 quarters. The position peaked at $310 in Q1 2025. 1 fund tracked by Wall St. Rank holds TRUE as of Q1 2026.

True Wealth Design reported no remaining TrueCar position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 5 TrueCar shares in Q1 2026, an estimated $12.
True Wealth Design first reported a position in TrueCar in Q1 2025 and held it in 4 quarters.
True Wealth Design's TrueCar position peaked at $310 in Q1 2025.
1 fund tracked by Wall St. Rank held TrueCar as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.