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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAAM
Solus Alternative Asset Management Summit, New Jersey $342M AUM 36.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.84B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

True Wealth Design increased its Bristow Group (VTOL) stake by 54% in Q2 2026, buying an estimated $1.12K and bringing the position to 71 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

True Wealth Design first reported a position in VTOL in Q3 2025 and has held it in 4 quarters since. 223 funds tracked by Wall St. Rank hold VTOL as of Q2 2026.

  • True Wealth Design held 71 shares of Bristow Group worth $2.93K as of Q2 2026.
  • True Wealth Design bought 25 Bristow Group shares in Q2 2026, an estimated $1.12K.
  • Bristow Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1549 holding.
  • True Wealth Design first reported a position in Bristow Group in Q3 2025 and has held it in 4 quarters since.
  • 223 funds tracked by Wall St. Rank held Bristow Group as of Q2 2026.

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