Diversified Trust
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Diversified Trust’s Cumberland Pharmaceuticals CPIX Stock Holding History

Diversified Trust’s Portfolio CPIX Stock Details CPIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.48M Buy
+700,000
New +$5.08M 0.12% 110

Other funds holding CPIX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Lantern Wealth Advisors
Lantern Wealth Advisors Melville, New York $232M AUM 16.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Diversified Trust's CPIX Position: Q3 2026 in Review

Diversified Trust opened a new position in Cumberland Pharmaceuticals (CPIX) in Q3 2026: 700,000 shares worth $5.48M. The stake represents 0.12% of the portfolio and ranks #110 among its holdings.

8 funds tracked by Wall St. Rank hold CPIX as of Q3 2026.

  • Diversified Trust held 700,000 shares of Cumberland Pharmaceuticals worth $5.48M as of Q3 2026.
  • Cumberland Pharmaceuticals was a new Diversified Trust position in Q3 2026.
  • Cumberland Pharmaceuticals made up 0.12% of Diversified Trust's portfolio in Q3 2026, its #110 holding.
  • 8 funds tracked by Wall St. Rank held Cumberland Pharmaceuticals as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.