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

Concord Wealth Partners’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 		$1.08K Buy
+139
New +$1.22K ﹤0.01% 772
2026
Q1 		– Sell
-139
Closed -$1.84K – 819
2025
Q4 		$1.84K Buy
139
+73
+111% +$996 ﹤0.01% 704
2025
Q3 		$1.08K Sell
66
-76
-54% -$1.35K ﹤0.01% 737
2025
Q2 		$2.56K Buy
142
+66
+87% +$1.44K ﹤0.01% 701
2025
Q1 		$1.49K Hold
76
– – ﹤0.01% 703
2024
Q4 		$2.59K Sell
76
-76
-50% -$2.42K ﹤0.01% 687
2024
Q3 		$2.44K Buy
152
+76
+100% +$1.84K ﹤0.01% 725
2024
Q2 		$2.49K Sell
76
-76
-50% -$3.19K ﹤0.01% 649
2024
Q1 		$9.42K Buy
+152
New +$5.9K ﹤0.01% 578
2023
Q4 		– Sell
-350
Closed -$5.75K – 1039
2023
Q3 		$5.75K Hold
350
– – ﹤0.01% 696
2023
Q2 		$4.4K Hold
350
– – ﹤0.01% 732
2023
Q1 		$4.92K Hold
350
– – ﹤0.01% 672
2022
Q4 		$5.25K Buy
+350
New +$6.84K ﹤0.01% 754
2022
Q3 		– Sell
-350
Closed -$8K – 1209
2022
Q2 		$8K Buy
+350
New +$14.6K ﹤0.01% 740

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

Concord Wealth Partners's DJT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Trump Media & Technology Group (DJT) in Q2 2026: 139 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DJT as recently as Q4 2025.

Concord Wealth Partners first reported a position in DJT in Q2 2022 and has held it in 14 quarters since. The position peaked at $9.42K in Q1 2024. 327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Concord Wealth Partners held 139 shares of Trump Media & Technology Group worth $1.08K as of Q2 2026.
  • Trump Media & Technology Group was a new Concord Wealth Partners position in Q2 2026.
  • Trump Media & Technology Group made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #772 holding.
  • Concord Wealth Partners first reported a position in Trump Media & Technology Group in Q2 2022 and has held it in 14 quarters since.
  • Concord Wealth Partners's Trump Media & Technology Group position peaked at $9.42K in Q1 2024.
  • 327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.