DXC β€” DXC TECHNOLOGY CO

Ownership history in True Wealth Design, LLC  Β·  4 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported DXC TECHNOLOGY CO (DXC) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows DXC 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 DXC 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 DXC TECHNOLOGY CO, 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
2025 Q3

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

High-water mark
Peak Conviction
0.01% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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.

How True Wealth Design, LLC held DXC β€” position size vs. price
% of Fund (quarterly)    DXC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 516 +487 +1679.3% 0.00% $7K 2025-10-21 $13.27
2025 Q2 REDUCED 29 -17 -37.0% 0.00% $444 2025-08-06 $13.25
2025 Q1 REDUCED 46 -753 -94.2% 0.00% $785 2025-05-13 $16.94
2024 Q4 INITIATED 799 β€” β€” 0.01% $16K 2025-02-14 $20.37

FAQ About True Wealth Design, LLC and DXC

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 DXC?

True Wealth Design, LLC reported DXC across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

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

The largest reported portfolio weight for DXC was 0.01% in 2024 Q4.

What is the latest reported DXC position on this page?

The most recent filing on this page is 2025 Q3, when True Wealth Design, LLC reported 516 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this DXC ownership page compare?

The chart compares True Wealth Design, LLC's quarterly DXC 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.

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