TWD
VHI icon

True Wealth Design’s Valhi VHI Stock Holding History

True Wealth Design’s Portfolio VHI Stock Details VHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2
Closed -$29 – 2899
2026
Q1 		$29 Hold
2
– – ﹤0.01% 2614
2025
Q4 		$25 Hold
2
– – ﹤0.01% 2470
2025
Q3 		$32 Hold
2
– – ﹤0.01% 2629
2025
Q2 		$33 Hold
2
– – ﹤0.01% 2455
2025
Q1 		$33 Buy
+2
New +$39 ﹤0.01% 2488

Other funds holding VHI

HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design sold out of Valhi (VHI) in Q2 2026, closing a stake of 2 shares — an estimated $29 sold.

True Wealth Design first reported a position in VHI in Q1 2025 and held it in 5 quarters. The position peaked at $33 in Q2 2025. 4 funds tracked by Wall St. Rank hold VHI as of Q2 2026.

  • True Wealth Design reported no remaining Valhi position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 2 Valhi shares in Q2 2026, an estimated $29.
  • True Wealth Design first reported a position in Valhi in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Valhi position peaked at $33 in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Valhi as of Q2 2026.

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