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True Wealth Design’s Westrock Coffee WEST Stock Holding History

True Wealth Design’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$507 Sell
63
-62
-50% -$488 ﹤0.01% 2129
2026
Q2 		$1.01K Buy
125
+117
+1,463% +$840 ﹤0.01% 1969
2026
Q1 		$34 Hold
8
– – ﹤0.01% 2598
2025
Q4 		$33 Sell
8
-22
-73% -$96 ﹤0.01% 2456
2025
Q3 		$146 Sell
30
-63
-68% -$379 ﹤0.01% 2372
2025
Q2 		$533 Buy
+93
New +$600 ﹤0.01% 1713

Other funds holding WEST

SG
Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's WEST Position: Q3 2026 in Review

True Wealth Design reduced its Westrock Coffee (WEST) stake by 50% in Q3 2026, selling an estimated $488 and leaving 63 shares worth $507. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

True Wealth Design first reported a position in WEST in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.01K in Q2 2026. 14 funds tracked by Wall St. Rank hold WEST as of Q3 2026.

  • True Wealth Design held 63 shares of Westrock Coffee worth $507 as of Q3 2026.
  • True Wealth Design sold 62 Westrock Coffee shares in Q3 2026, an estimated $488.
  • Westrock Coffee made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2129 holding.
  • True Wealth Design first reported a position in Westrock Coffee in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's Westrock Coffee position peaked at $1.01K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.