TWD
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True Wealth Design’s Toro Company TTC Stock Holding History

True Wealth Design’s Portfolio TTC Stock Details TTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$87.9K Buy
941
+257
+38% +$24.2K 0.02% 244
2025
Q4 		$53.8K Sell
684
-537
-44% -$39.7K 0.02% 314
2025
Q3 		$93K Buy
1,221
+1,013
+487% +$77.7K 0.03% 179
2025
Q2 		$14.7K Sell
208
-103
-33% -$7.31K 0.01% 463
2025
Q1 		$22.6K Sell
311
-57
-15% -$4.51K 0.01% 325
2024
Q4 		$29.5K Buy
368
+206
+127% +$17.3K 0.01% 264
2024
Q3 		$14.1K Buy
162
+157
+3,140% +$14.1K 0.01% 379
2024
Q2 		$468 Hold
5
– – ﹤0.01% 661
2024
Q1 		$459 Buy
5
+1
+25% +$92 ﹤0.01% 643
2023
Q4 		$384 Hold
4
– – ﹤0.01% 545
2023
Q3 		$333 Hold
4
– – ﹤0.01% 532
2023
Q2 		$407 Hold
4
– – ﹤0.01% 499
2023
Q1 		$445 Hold
4
– – ﹤0.01% 551
2022
Q4 		$453 Buy
+4
New +$424 ﹤0.01% 478

Other funds holding TTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return