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True Wealth Design’s TTEC Holdings TTEC Stock Holding History

True Wealth Design’s Portfolio TTEC Stock Details TTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$69 Sell
53
-85
-62% -$150 ﹤0.01% 2484
2026
Q2 		$268 Buy
+138
New +$357 ﹤0.01% 2388
2026
Q1 		– Sell
-3
Closed -$11 – 2819
2025
Q4 		$11 Sell
3
-1
-25% -$3 ﹤0.01% 2519
2025
Q3 		$14 Buy
+4
New +$16 ﹤0.01% 2677

Other funds holding TTEC

SIM
SummerHaven Investment Management Stamford, Connecticut $137M AUM 42.53% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design reduced its TTEC Holdings (TTEC) stake by 62% in Q3 2026, selling an estimated $150 and leaving 53 shares worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

True Wealth Design first reported a position in TTEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $268 in Q2 2026. 7 funds tracked by Wall St. Rank hold TTEC as of Q3 2026.

  • True Wealth Design held 53 shares of TTEC Holdings worth $69 as of Q3 2026.
  • True Wealth Design sold 85 TTEC Holdings shares in Q3 2026, an estimated $150.
  • TTEC Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2484 holding.
  • True Wealth Design first reported a position in TTEC Holdings in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's TTEC Holdings position peaked at $268 in Q2 2026.
  • 7 funds tracked by Wall St. Rank held TTEC Holdings as of Q3 2026.

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