Creative Planning
DJT icon

Creative Planning’s Trump Media & Technology Group DJT Stock Holding History

Creative Planning’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
Q1 		$429K Buy
46,213
+5,401
+13% +$62K ﹤0.01% 3148
2025
Q4 		$540K Buy
40,812
+2,836
+7% +$38.7K ﹤0.01% 2775
2025
Q3 		$624K Sell
37,976
-20,725
-35% -$368K ﹤0.01% 2537
2025
Q2 		$1.06M Sell
58,701
-8,062
-12% -$175K ﹤0.01% 1805
2025
Q1 		$1.3M Buy
66,763
+34,036
+104% +$956K ﹤0.01% 1508
2024
Q4 		$1.12M Sell
32,727
-725
-2% -$23K ﹤0.01% 1564
2024
Q3 		$426K Buy
33,452
+23,109
+223% +$560K ﹤0.01% 2248
2024
Q2 		$339K Buy
10,343
+928
+10% +$39K ﹤0.01% 2254
2024
Q1 		$583K Buy
+9,415
New +$365K ﹤0.01% 1738
2023
Q4 		– Sell
-10,528
Closed -$173K – 3115
2023
Q3 		$173K Buy
+10,528
New +$164K ﹤0.01% 2285
2022
Q3 		– Sell
-10,028
Closed -$242K – 2462
2022
Q2 		$242K Buy
10,028
+1,022
+11% +$42.7K ﹤0.01% 1762
2022
Q1 		$581K Buy
9,006
+1,303
+17% +$98K ﹤0.01% 1250
2021
Q4 		$396K Buy
+7,703
New +$348K ﹤0.01% 1443

Other funds holding DJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Creative Planning's DJT Position: Q1 2026 in Review

Creative Planning increased its Trump Media & Technology Group (DJT) stake by 13% in Q1 2026, buying an estimated $62K and bringing the position to 46,213 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #3148.

Creative Planning first reported a position in DJT in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.3M in Q1 2025. 328 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • Creative Planning held 46,213 shares of Trump Media & Technology Group worth $429K as of Q1 2026.
  • Creative Planning bought 5,401 Trump Media & Technology Group shares in Q1 2026, an estimated $62K.
  • Trump Media & Technology Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3148 holding.
  • Creative Planning first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 13 quarters since.
  • Creative Planning's Trump Media & Technology Group position peaked at $1.3M in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.