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Diversified Trust’s Gerdau GGB Stock Holding History

Diversified Trust’s Portfolio GGB Stock Details GGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
289,331
+184,082
+175% +$818K 0.02% 449
2026
Q1 		$380K Buy
+105,249
New +$414K 0.01% 769
2025
Q2 		– Sell
-41,560
Closed -$118K – 965
2025
Q1 		$118K Hold
41,560
– – ﹤0.01% 886
2024
Q4 		$120K Sell
41,560
-67
-0.2% -$221 ﹤0.01% 875
2024
Q3 		$146K Buy
41,627
+67
+0.2% +$219 ﹤0.01% 855
2024
Q2 		$137K Sell
41,560
-1
-0% -$4 ﹤0.01% 812
2024
Q1 		$153K Sell
41,561
-138,785
-77% -$502K ﹤0.01% 772
2023
Q4 		$729K Sell
180,346
-142
-0.1% -$543 0.02% 384
2023
Q3 		$717K Sell
180,488
-1,376
-0.8% -$6.11K 0.03% 339
2023
Q2 		$791K Hold
181,864
– – 0.03% 334
2023
Q1 		$747K Sell
181,864
-2
-0% -$9 0.03% 328
2022
Q4 		$800K Buy
181,866
+109,461
+151% +$471K 0.03% 292
2022
Q3 		$260K Buy
72,405
+144
+0.2% +$523 0.01% 594
2022
Q2 		$246K Buy
+72,261
New +$321K 0.01% 624

Other funds holding GGB

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Diversified Trust's GGB Position: Q2 2026 in Review

Diversified Trust increased its Gerdau (GGB) stake by 175% in Q2 2026, buying an estimated $818K and bringing the position to 289,331 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #449.

Diversified Trust first reported a position in GGB in Q2 2022 and has held it in 14 quarters since. 16 funds tracked by Wall St. Rank hold GGB as of Q2 2026.

  • Diversified Trust held 289,331 shares of Gerdau worth $1.17M as of Q2 2026.
  • Diversified Trust bought 184,082 Gerdau shares in Q2 2026, an estimated $818K.
  • Gerdau made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #449 holding.
  • Diversified Trust first reported a position in Gerdau in Q2 2022 and has held it in 14 quarters since.
  • 16 funds tracked by Wall St. Rank held Gerdau as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.