True Wealth Design’s Udemy UDMY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-462	Closed	-$2.13K	–	2893
2026 Q1	$2.13K	Buy	462 +68	+17%	+$335	﹤0.01%	1518
2025 Q4	$2.31K	Buy	394 +353	+861%	+$2.06K	﹤0.01%	1400
2025 Q3	$288	Sell	41 -2	-5%	-$14	﹤0.01%	2202
2025 Q2	$303	Sell	43 -356	-89%	-$2.46K	﹤0.01%	1927
2025 Q1	$3.1K	Buy	+399	New	+$3.39K	﹤0.01%	842

Other funds holding UDMY

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

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

True Wealth Design sold out of Udemy (UDMY) in Q2 2026, closing a stake of 462 shares — an estimated $2.13K sold.

True Wealth Design first reported a position in UDMY in Q1 2025 and held it in 5 quarters. The position peaked at $3.1K in Q1 2025. 1 fund tracked by Wall St. Rank holds UDMY as of Q2 2026.

True Wealth Design reported no remaining Udemy position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 462 Udemy shares in Q2 2026, an estimated $2.13K.
True Wealth Design first reported a position in Udemy in Q1 2025 and held it in 5 quarters.
True Wealth Design's Udemy position peaked at $3.1K in Q1 2025.
1 fund tracked by Wall St. Rank held Udemy as of Q2 2026.

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