CCWM
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Cassaday & Co Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

Cassaday & Co 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 		$922 Hold
119
– – ﹤0.01% 1083
2026
Q1 		$1.1K Buy
+119
New +$1.37K ﹤0.01% 1118

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

Cassaday & Co Wealth Management's DJT Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Trump Media & Technology Group (DJT) position steady in Q2 2026 at 119 shares worth $922. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Cassaday & Co Wealth Management first reported a position in DJT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.1K in Q1 2026. 327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Cassaday & Co Wealth Management held 119 shares of Trump Media & Technology Group worth $922 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Trump Media & Technology Group share count unchanged in Q2 2026.
  • Trump Media & Technology Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1083 holding.
  • Cassaday & Co Wealth Management first reported a position in Trump Media & Technology Group in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Trump Media & Technology Group position peaked at $1.1K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.