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

Avion Wealth’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 		$0 Sell
114
-12
-10% -$106 ﹤0.01% 1798
2026
Q1 		$1K Hold
126
– – ﹤0.01% 1181
2025
Q4 		$1K Sell
126
-50
-28% -$682 ﹤0.01% 1169
2025
Q3 		$2K Hold
176
– – ﹤0.01% 927
2025
Q2 		$3K Hold
176
– – ﹤0.01% 768
2025
Q1 		$6K Hold
176
– – ﹤0.01% 519
2024
Q4 		$6K Hold
176
– – ﹤0.01% 518
2024
Q3 		$2K Hold
176
– – ﹤0.01% 739
2024
Q2 		$5K Hold
176
– – ﹤0.01% 483
2024
Q1 		$11K Buy
176
+76
+76% +$2.95K ﹤0.01% 306
2023
Q4 		$2K Hold
100
– – ﹤0.01% 647
2023
Q3 		$1K Hold
100
– – ﹤0.01% 761
2023
Q2 		$1K Hold
100
– – ﹤0.01% 675
2023
Q1 		$1K Hold
100
– – ﹤0.01% 503
2022
Q4 		$1K Hold
100
– – ﹤0.01% 454
2022
Q3 		$2K Hold
100
– – ﹤0.01% 413
2022
Q2 		$2K Hold
100
– – ﹤0.01% 412
2022
Q1 		$6K Hold
100
– – ﹤0.01% 284
2021
Q4 		$5K Buy
+100
New +$4.52K ﹤0.01% 291

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

Avion Wealth's DJT Position: Q2 2026 in Review

Avion Wealth reduced its Trump Media & Technology Group (DJT) stake by 9.5% in Q2 2026, selling an estimated $106 and leaving 114 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Avion Wealth first reported a position in DJT in Q4 2021 and has held it in 19 quarters since. The position peaked at $11K in Q1 2024. 327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Avion Wealth held 114 shares of Trump Media & Technology Group worth $0 as of Q2 2026.
  • Avion Wealth sold 12 Trump Media & Technology Group shares in Q2 2026, an estimated $106.
  • Trump Media & Technology Group made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1798 holding.
  • Avion Wealth first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 19 quarters since.
  • Avion Wealth's Trump Media & Technology Group position peaked at $11K in Q1 2024.
  • 327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.