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XPER icon

True Wealth Design’s Xperi XPER Stock Holding History

True Wealth Design’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.69K Buy
205
+115
+128% +$832 ﹤0.01% 1762
2026
Q1 		$504 Buy
+90
New +$521 ﹤0.01% 2048
2025
Q4 		– Sell
-13
Closed -$85 – 2851
2025
Q3 		$85 Sell
13
-81
-86% -$534 ﹤0.01% 2482
2025
Q2 		$744 Buy
+94
New +$709 ﹤0.01% 1586

Other funds holding XPER

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

True Wealth Design increased its Xperi (XPER) stake by 128% in Q2 2026, buying an estimated $832 and bringing the position to 205 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

True Wealth Design first reported a position in XPER in Q2 2025 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold XPER as of Q2 2026.

  • True Wealth Design held 205 shares of Xperi worth $1.69K as of Q2 2026.
  • True Wealth Design bought 115 Xperi shares in Q2 2026, an estimated $832.
  • Xperi made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1762 holding.
  • True Wealth Design first reported a position in Xperi in Q2 2025 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held Xperi as of Q2 2026.

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