TWD
TWO

True Wealth Design’s Two Harbors Investment TWO Stock Holding History

True Wealth Design’s Portfolio TWO Stock Details TWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-32
Closed -$316 – 2818
2025
Q3 		$316 Buy
32
+11
+52% +$111 ﹤0.01% 2163
2025
Q2 		$227 Buy
21
+11
+110% +$124 ﹤0.01% 2035
2025
Q1 		$134 Buy
+10
New +$130 ﹤0.01% 2105

Other funds holding TWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

True Wealth Design's TWO Position: Q4 2025 in Review

True Wealth Design sold out of Two Harbors Investment (TWO) in Q4 2025, closing a stake of 32 shares — an estimated $316 sold.

True Wealth Design first reported a position in TWO in Q1 2025 and held it in 3 quarters. The position peaked at $316 in Q3 2025. 215 funds tracked by Wall St. Rank hold TWO as of Q4 2025.

  • True Wealth Design reported no remaining Two Harbors Investment position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 32 Two Harbors Investment shares in Q4 2025, an estimated $316.
  • True Wealth Design first reported a position in Two Harbors Investment in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Two Harbors Investment position peaked at $316 in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.