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AllSquare Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

AllSquare Wealth Management’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.97K Hold
303
– – ﹤0.01% 434
2025
Q2 		$5.47K Hold
303
– – ﹤0.01% 429
2025
Q1 		$5.92K Hold
303
– – ﹤0.01% 420
2024
Q4 		$10.3K Hold
303
– – 0.01% 375
2024
Q3 		$4.87K Hold
303
– – ﹤0.01% 440
2024
Q2 		$9.92K Hold
303
– – 0.01% 378
2024
Q1 		$18.8K Buy
303
+25
+9% +$970 0.01% 312
2023
Q4 		$4.87K Sell
278
-100
-26% -$1.63K ﹤0.01% 427
2023
Q3 		$6.21K Hold
378
– – ﹤0.01% 406
2023
Q2 		$4.87K Hold
378
– – ﹤0.01% 437
2023
Q1 		$5.31K Hold
378
– – ﹤0.01% 431
2022
Q4 		$5.67K Hold
378
– – ﹤0.01% 410
2022
Q3 		$6K Hold
378
– – ﹤0.01% 408
2022
Q2 		$9K Hold
378
– – 0.01% 384
2022
Q1 		$24K Hold
378
– – 0.01% 300
2021
Q4 		$19K Buy
+378
New +$17.1K 0.01% 328

Other funds holding DJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AllSquare Wealth Management's DJT Position: Q3 2025 in Review

AllSquare Wealth Management held its Trump Media & Technology Group (DJT) position steady in Q3 2025 at 303 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

AllSquare Wealth Management first reported a position in DJT in Q4 2021 and has held it in 16 quarters since. The position peaked at $24K in Q1 2022. 303 funds tracked by Wall St. Rank hold DJT as of Q3 2025.

  • AllSquare Wealth Management held 303 shares of Trump Media & Technology Group worth $4.97K as of Q3 2025.
  • AllSquare Wealth Management left its Trump Media & Technology Group share count unchanged in Q3 2025.
  • Trump Media & Technology Group made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #434 holding.
  • AllSquare Wealth Management first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 16 quarters since.
  • AllSquare Wealth Management's Trump Media & Technology Group position peaked at $24K in Q1 2022.
  • 303 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.