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True Wealth Design’s Warby Parker WRBY Stock Holding History

True Wealth Design’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.98K Sell
164
-75
-31% -$1.86K ﹤0.01% 1330
2026
Q1 		$5.04K Buy
239
+145
+154% +$3.6K ﹤0.01% 1204
2025
Q4 		$2.05K Hold
94
– – ﹤0.01% 1443
2025
Q3 		$2.59K Hold
94
– – ﹤0.01% 1371
2025
Q2 		$2.06K Sell
94
-126
-57% -$2.33K ﹤0.01% 1172
2025
Q1 		$4.01K Buy
220
+115
+110% +$2.74K ﹤0.01% 756
2024
Q4 		$2.54K Buy
105
+18
+21% +$368 ﹤0.01% 678
2024
Q3 		$1.42K Buy
+87
New +$1.31K ﹤0.01% 881

Other funds holding WRBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

True Wealth Design reduced its Warby Parker (WRBY) stake by 31% in Q2 2026, selling an estimated $1.86K and leaving 164 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

True Wealth Design first reported a position in WRBY in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.04K in Q1 2026. 304 funds tracked by Wall St. Rank hold WRBY as of Q2 2026.

  • True Wealth Design held 164 shares of Warby Parker worth $4.98K as of Q2 2026.
  • True Wealth Design sold 75 Warby Parker shares in Q2 2026, an estimated $1.86K.
  • Warby Parker made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1330 holding.
  • True Wealth Design first reported a position in Warby Parker in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Warby Parker position peaked at $5.04K in Q1 2026.
  • 304 funds tracked by Wall St. Rank held Warby Parker as of Q2 2026.

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