AOWM
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Asset One Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

Asset One 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
2026
Q2 		$238K Sell
24,829
-31,150
-56% -$274K 0.03% 323
2026
Q1 		$550K Sell
55,979
-97,829
-64% -$1.12M 0.06% 208
2025
Q4 		$1.89M Buy
+153,808
New +$2.1M 0.26% 103

Other funds holding DJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Asset One Wealth Management's DJT Position: Q2 2026 in Review

Asset One Wealth Management reduced its Trump Media & Technology Group (DJT) stake by 56% in Q2 2026, selling an estimated $274K and leaving 24,829 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #323.

Asset One Wealth Management first reported a position in DJT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.89M in Q4 2025. 327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Asset One Wealth Management held 24,829 shares of Trump Media & Technology Group worth $238K as of Q2 2026.
  • Asset One Wealth Management sold 31,150 Trump Media & Technology Group shares in Q2 2026, an estimated $274K.
  • Trump Media & Technology Group made up 0.03% of Asset One Wealth Management's portfolio in Q2 2026, its #323 holding.
  • Asset One Wealth Management first reported a position in Trump Media & Technology Group in Q4 2025 and has held it in 3 quarters since.
  • Asset One Wealth Management's Trump Media & Technology Group position peaked at $1.89M in Q4 2025.
  • 327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.