True Wealth Design
ZD icon

True Wealth Design’s Ziff Davis ZD Stock Holding History

True Wealth Design’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.7K Hold
30
– – ﹤0.01% 1734
2026
Q2 		$1.57K Sell
30
-162
-84% -$7.33K ﹤0.01% 1800
2026
Q1 		$8.06K Sell
192
-48
-20% -$1.76K ﹤0.01% 1051
2025
Q4 		$8.44K Sell
240
-31
-11% -$1.08K ﹤0.01% 920
2025
Q3 		$10.3K Sell
271
-214
-44% -$7.49K ﹤0.01% 821
2025
Q2 		$14.7K Buy
485
+480
+9,600% +$15.4K 0.01% 464
2025
Q1 		$188 Buy
+5
New +$240 ﹤0.01% 1987

Other funds holding ZD

Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

True Wealth Design's ZD Position: Q3 2026 in Review

True Wealth Design held its Ziff Davis (ZD) position steady in Q3 2026 at 30 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

True Wealth Design first reported a position in ZD in Q1 2025 and has held it in 7 quarters since. The position peaked at $14.7K in Q2 2025. 42 funds tracked by Wall St. Rank hold ZD as of Q3 2026.

  • True Wealth Design held 30 shares of Ziff Davis worth $1.7K as of Q3 2026.
  • True Wealth Design left its Ziff Davis share count unchanged in Q3 2026.
  • Ziff Davis made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1734 holding.
  • True Wealth Design first reported a position in Ziff Davis in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Ziff Davis position peaked at $14.7K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Ziff Davis as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.