DWS
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Discipline Wealth Solutions’s Post Holdings POST Stock Holding History

Discipline Wealth Solutions’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,022
Closed -$200K – 195
2025
Q4 		$200K Hold
2,022
– – 0.04% 168
2025
Q3 		$217K Hold
2,022
– – 0.06% 144
2025
Q2 		$220K Hold
2,022
– – 0.08% 88
2025
Q1 		$235K Hold
2,022
– – 0.11% 70
2024
Q4 		$231K Hold
2,022
– – 0.11% 75
2024
Q3 		$234K Buy
+2,022
New +$227K 0.12% 62

Other funds holding POST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Discipline Wealth Solutions's POST Position: Q1 2026 in Review

Discipline Wealth Solutions sold out of Post Holdings (POST) in Q1 2026, closing a stake of 2,022 shares — an estimated $200K sold.

Discipline Wealth Solutions first reported a position in POST in Q3 2024 and held it in 6 quarters. The position peaked at $235K in Q1 2025. 428 funds tracked by Wall St. Rank hold POST as of Q1 2026.

  • Discipline Wealth Solutions reported no remaining Post Holdings position as of Q1 2026 after selling out during the quarter.
  • Discipline Wealth Solutions sold 2,022 Post Holdings shares in Q1 2026, an estimated $200K.
  • Discipline Wealth Solutions first reported a position in Post Holdings in Q3 2024 and held it in 6 quarters.
  • Discipline Wealth Solutions's Post Holdings position peaked at $235K in Q1 2025.
  • 428 funds tracked by Wall St. Rank held Post Holdings as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.