BZWA
DMC

Blue Zone Wealth Advisors’s Del Monte Corp DMC Stock Holding History

Blue Zone Wealth Advisors’s Portfolio DMC Stock Details DMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,839
Closed -$237K – 138
2025
Q3 		$237K Hold
6,839
– – 0.05% 119
2025
Q2 		$222K Buy
+6,839
New +$225K 0.06% 100

Other funds holding DMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blue Zone Wealth Advisors's DMC Position: Q4 2025 in Review

Blue Zone Wealth Advisors sold out of Del Monte Corp (DMC) in Q4 2025, closing a stake of 6,839 shares — an estimated $237K sold.

Blue Zone Wealth Advisors first reported a position in DMC in Q2 2025 and held it in 2 quarters. The position peaked at $237K in Q3 2025. 240 funds tracked by Wall St. Rank hold DMC as of Q4 2025.

  • Blue Zone Wealth Advisors reported no remaining Del Monte Corp position as of Q4 2025 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 6,839 Del Monte Corp shares in Q4 2025, an estimated $237K.
  • Blue Zone Wealth Advisors first reported a position in Del Monte Corp in Q2 2025 and held it in 2 quarters.
  • Blue Zone Wealth Advisors's Del Monte Corp position peaked at $237K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Del Monte Corp as of Q4 2025.

Based on Blue Zone Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.