True Wealth Design’s Zenas BioPharma ZBIO Stock Holding History

True Wealth Design’s Portfolio ZBIO Stock Details ZBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3	Closed	-$59	–	2924
2026 Q1	$59	Hold	3	–	–	﹤0.01%	2548
2025 Q4	$109	Hold	3	–	–	﹤0.01%	2326
2025 Q3	$67	Hold	3	–	–	﹤0.01%	2529
2025 Q2	$30	Hold	3	–	–	﹤0.01%	2471
2025 Q1	$24	Buy	+3	New	+$23	﹤0.01%	2559

Other funds holding ZBIO

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

True Wealth Design sold out of Zenas BioPharma (ZBIO) in Q2 2026, closing a stake of 3 shares — an estimated $59 sold.

True Wealth Design first reported a position in ZBIO in Q1 2025 and held it in 5 quarters. The position peaked at $109 in Q4 2025. 17 funds tracked by Wall St. Rank hold ZBIO as of Q2 2026.

True Wealth Design reported no remaining Zenas BioPharma position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 3 Zenas BioPharma shares in Q2 2026, an estimated $59.
True Wealth Design first reported a position in Zenas BioPharma in Q1 2025 and held it in 5 quarters.
True Wealth Design's Zenas BioPharma position peaked at $109 in Q4 2025.
17 funds tracked by Wall St. Rank held Zenas BioPharma as of Q2 2026.

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