TWD
Z icon

True Wealth Design’s Zillow Z Stock Holding History

True Wealth Design’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.4K Buy
58
+37
+176% +$1.97K ﹤0.01% 1467
2025
Q4 		$1.43K Buy
21
+2
+11% +$145 ﹤0.01% 1578
2025
Q3 		$1.46K Hold
19
– – ﹤0.01% 1602
2025
Q2 		$1.33K Sell
19
-8
-30% -$539 ﹤0.01% 1349
2025
Q1 		$1.85K Sell
27
-19
-41% -$1.45K ﹤0.01% 1036
2024
Q4 		$3.41K Buy
46
+38
+475% +$2.72K ﹤0.01% 614
2024
Q3 		$511 Hold
8
– – ﹤0.01% 1097
2024
Q2 		$372 Buy
8
+1
+14% +$44 ﹤0.01% 693
2024
Q1 		$342 Buy
7
+1
+17% +$54 ﹤0.01% 694
2023
Q4 		$348 Buy
6
+3
+100% +$132 ﹤0.01% 577
2023
Q3 		$139 Buy
3
+1
+50% +$51 ﹤0.01% 691
2023
Q2 		$101 Hold
2
– – ﹤0.01% 718
2023
Q1 		$89 Buy
2
+1
+100% +$42 ﹤0.01% 799
2022
Q4 		$32 Buy
+1
New +$33 ﹤0.01% 788

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return