True Wealth Design, LLC AVNS — AVANOS MED INC

Ownership history in True Wealth Design, LLC  ·  6 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported AVANOS MED INC (AVNS) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows AVNS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVNS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was True Wealth Design, LLC's position in AVANOS MED INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AVNS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVNS stock page True Wealth Design, LLC fund profile True Wealth Design, LLC full holdings
How True Wealth Design, LLC held AVNS — position size vs. price
% of Fund (quarterly)    AVNS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 108 -128 -54.2% 0.00% $3K 2026-07-16 $24.96
2026 Q1 UNCHANGED — — — 236 — 0% 0.00% $3K 2026-04-13 $14.53
2025 Q4 REDUCED 67.3% +24.8% ❌ 236 -485 -67.3% 0.00% $3K 2026-01-08 $12.26
2025 Q3 ADDED — — — 721 +221 +44.2% 0.00% $8K 2025-10-21 $11.59
2025 Q2 ADDED — — — 500 +485 +3233.3% 0.00% $6K 2025-08-06 $10.33
2024 Q3 INITIATED — — — 15 — — 0.00% $361 2024-11-14 $19.15

🏢 Other funds also holding AVNS

As of 2026 Q2 — sorted by position size

Samson Rock Capital LLP 3Y 32.77% FNY Investment Advisers, LLC 3Y 7Y 0.93% Curated Wealth Partners LLC 3Y 0.07% Y-Intercept (Hong Kong) Ltd 3Y 0.04% Versant Capital Management, Inc 3Y 7Y 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.0% GAMMA Investing LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% CX Institutional 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About True Wealth Design, LLC and AVNS

These are the practical questions this page is built to answer before you even open the full history table.

How long has True Wealth Design, LLC reported owning AVNS?

True Wealth Design, LLC reported AVNS across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported AVNS position in True Wealth Design, LLC's portfolio?

The largest reported portfolio weight for AVNS was 0.00% in 2025 Q3.

What is the latest reported AVNS position on this page?

The most recent filing on this page is 2026 Q2, when True Wealth Design, LLC reported 108 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this AVNS ownership page compare?

The chart compares True Wealth Design, LLC's quarterly AVNS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did True Wealth Design, LLC time their AVNS position?

Based on 13F filing dates vs. subsequent AVNS price moves, True Wealth Design, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on AVNS relative to SPY over the holding period was +110.0%.

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