DiNuzzo Private Wealth’s St. Joe Company JOE Stock Holding History

DiNuzzo Private Wealth’s Portfolio JOE Stock Details JOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$564	Hold	9	–	–	﹤0.01%	1067
2026 Q1	$566	Hold	9	–	–	﹤0.01%	1052
2025 Q4	$535	Buy	9 +1	+13%	+$56	﹤0.01%	1064
2025 Q3	$404	Sell	8 -5	-38%	-$252	﹤0.01%	1138
2025 Q2	$621	Buy	13 +3	+30%	+$134	﹤0.01%	1010
2025 Q1	$470	Buy	10 +3	+43%	+$140	﹤0.01%	1067
2024 Q4	$315	Hold	7	–	–	﹤0.01%	1201
2024 Q3	$409	Hold	7	–	–	﹤0.01%	1166
2024 Q2	$383	Sell	7 -1	-13%	-$56	﹤0.01%	1122
2024 Q1	$464	Buy	8 +2	+33%	+$110	﹤0.01%	997
2023 Q4	$362	Buy	+6	New	+$316	﹤0.01%	1081

Other funds holding JOE

DIS

Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

IVP

Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return

MWA

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return

DiNuzzo Private Wealth's JOE Position: Q2 2026 in Review

DiNuzzo Private Wealth held its St. Joe Company (JOE) position steady in Q2 2026 at 9 shares worth $564. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

DiNuzzo Private Wealth first reported a position in JOE in Q4 2023 and has held it in 11 quarters since. The position peaked at $621 in Q2 2025. 77 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

DiNuzzo Private Wealth held 9 shares of St. Joe Company worth $564 as of Q2 2026.
DiNuzzo Private Wealth left its St. Joe Company share count unchanged in Q2 2026.
St. Joe Company made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1067 holding.
DiNuzzo Private Wealth first reported a position in St. Joe Company in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's St. Joe Company position peaked at $621 in Q2 2025.
77 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.