DiNuzzo Private Wealth’s United States Lime & Minerals USLM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$453	Sell	4 -1	-20%	-$113	﹤0.01%	1132
2026 Q2	$524	Buy	5 +1	+25%	+$116	﹤0.01%	1092
2026 Q1	$523	Buy	4 +1	+33%	+$120	﹤0.01%	1076
2025 Q4	$360	Hold	3	–	–	﹤0.01%	1166
2025 Q3	$378	Buy	3 +1	+50%	+$115	﹤0.01%	1158
2025 Q2	$200	Buy	+2	New	+$195	﹤0.01%	1246

Other funds holding USLM

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

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

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

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

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

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

DiNuzzo Private Wealth reduced its United States Lime & Minerals (USLM) stake by 20% in Q3 2026, selling an estimated $113 and leaving 4 shares worth $453. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

DiNuzzo Private Wealth first reported a position in USLM in Q2 2025 and has held it in 6 quarters since. The position peaked at $524 in Q2 2026. 54 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

DiNuzzo Private Wealth held 4 shares of United States Lime & Minerals worth $453 as of Q3 2026.
DiNuzzo Private Wealth sold 1 United States Lime & Minerals share in Q3 2026, an estimated $113.
United States Lime & Minerals made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1132 holding.
DiNuzzo Private Wealth first reported a position in United States Lime & Minerals in Q2 2025 and has held it in 6 quarters since.
DiNuzzo Private Wealth's United States Lime & Minerals position peaked at $524 in Q2 2026.
54 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

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