True Wealth Design’s Bristow Group VTOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.93K	Buy	71 +25	+54%	+$1.12K	﹤0.01%	1549
2026 Q1	$2.16K	Hold	46	–	–	﹤0.01%	1513
2025 Q4	$1.69K	Buy	46 +22	+92%	+$828	﹤0.01%	1515
2025 Q3	$866	Buy	+24	New	+$881	﹤0.01%	1801

Other funds holding VTOL

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Torren Management San Diego, California $197M AUM