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 Q3	$461	Sell	7 -2	-22%	-$129	﹤0.01%	1129
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 $154M AUM 22.39% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $143M AUM 7.16% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

DiNuzzo Private Wealth's JOE Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its St. Joe Company (JOE) stake by 22% in Q3 2026, selling an estimated $129 and leaving 7 shares worth $461. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

DiNuzzo Private Wealth first reported a position in JOE in Q4 2023 and has held it in 12 quarters since. The position peaked at $621 in Q2 2025. 75 funds tracked by Wall St. Rank hold JOE as of Q3 2026.

DiNuzzo Private Wealth held 7 shares of St. Joe Company worth $461 as of Q3 2026.
DiNuzzo Private Wealth sold 2 St. Joe Company shares in Q3 2026, an estimated $129.
St. Joe Company made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1129 holding.
DiNuzzo Private Wealth first reported a position in St. Joe Company in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's St. Joe Company position peaked at $621 in Q2 2025.
75 funds tracked by Wall St. Rank held St. Joe Company as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.