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

CarsonAllaria 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 		– Sell
-9
Closed -$162 – 349
2025
Q2 		$162 Hold
9
– – ﹤0.01% 351
2025
Q1 		$176 Hold
9
– – ﹤0.01% 361
2024
Q4 		$307 Hold
9
– – ﹤0.01% 340
2024
Q3 		$145 Hold
9
– – ﹤0.01% 386
2024
Q2 		$295 Buy
+9
New +$378 ﹤0.01% 369
2022
Q4 		– Sell
-15
Closed – – 371
2022
Q3 		$0 Hold
15
– – ﹤0.01% 351
2022
Q2 		$0 Hold
15
– – ﹤0.01% 350
2022
Q1 		$1K Hold
15
– – ﹤0.01% 329
2021
Q4 		$1K Buy
+15
New +$679 ﹤0.01% 359

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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

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

CarsonAllaria Wealth Management sold out of Trump Media & Technology Group (DJT) in Q3 2025, closing a stake of 9 shares — an estimated $162 sold.

CarsonAllaria Wealth Management first reported a position in DJT in Q4 2021 and held it in 9 quarters. The position peaked at $1K in Q1 2022. 303 funds tracked by Wall St. Rank hold DJT as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Trump Media & Technology Group position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 9 Trump Media & Technology Group shares in Q3 2025, an estimated $162.
  • CarsonAllaria Wealth Management first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 9 quarters.
  • CarsonAllaria Wealth Management's Trump Media & Technology Group position peaked at $1K in Q1 2022.
  • 303 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.