Caldwell Trust’s Akamai AKAM Stock Holding History

Caldwell Trust’s Portfolio AKAM Stock Details AKAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,000	Closed	-$95.7K	–	752
2024 Q4	$95.7K	Hold	1,000	–	–	0.01%	382
2024 Q3	$101K	Hold	1,000	–	–	0.01%	377
2024 Q2	$90.1K	Hold	1,000	–	–	0.01%	391
2024 Q1	$109K	Hold	1,000	–	–	0.01%	374
2023 Q4	$118K	Hold	1,000	–	–	0.01%	350
2023 Q3	$107K	Hold	1,000	–	–	0.01%	352
2023 Q2	$89.9K	Hold	1,000	–	–	0.01%	369
2023 Q1	$78.3K	Hold	1,000	–	–	0.01%	377
2022 Q4	$84.3K	Hold	1,000	–	–	0.01%	363
2022 Q3	$80.3K	Hold	1,000	–	–	0.01%	364
2022 Q2	$91.3K	Hold	1,000	–	–	0.01%	368
2022 Q1	$119K	Hold	1,000	–	–	0.01%	348
2021 Q4	$117K	Hold	1,000	–	–	0.01%	353
2021 Q3	$105K	Hold	1,000	–	–	0.01%	354
2021 Q2	$117K	Hold	1,000	–	–	0.02%	338
2021 Q1	$102K	Sell	1,000 -152	-13%	-$15.7K	0.01%	348
2020 Q4	$121K	Hold	1,152	–	–	0.02%	312
2020 Q3	$127K	Hold	1,152	–	–	0.02%	296
2020 Q2	$123K	Hold	1,152	–	–	0.02%	299
2020 Q1	$105K	Hold	1,152	–	–	0.02%	313
2019 Q4	$99.5K	Buy	+1,152	New	+$101K	0.02%	362

Other funds holding AKAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return