TWD
XNCR icon

True Wealth Design’s Xencor XNCR Stock Holding History

True Wealth Design’s Portfolio XNCR Stock Details XNCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.08K Buy
129
+55
+74% +$687 ﹤0.01% 1678
2026
Q1 		$893 Buy
74
+60
+429% +$745 ﹤0.01% 1846
2025
Q4 		$215 Hold
14
– – ﹤0.01% 2213
2025
Q3 		$165 Sell
14
-194
-93% -$1.68K ﹤0.01% 2350
2025
Q2 		$1.64K Buy
208
+50
+32% +$449 ﹤0.01% 1259
2025
Q1 		$1.68K Buy
+158
New +$2.61K ﹤0.01% 1070

Other funds holding XNCR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return