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Diversified Trust’s Graham Corp GHM Stock Holding History

Diversified Trust’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,267
Closed -$337K – 1154
2026
Q1 		$337K Buy
4,267
+326
+8% +$25.5K 0.01% 810
2025
Q4 		$253K Buy
+3,941
New +$238K ﹤0.01% 884

Other funds holding GHM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Diversified Trust's GHM Position: Q2 2026 in Review

Diversified Trust sold out of Graham Corp (GHM) in Q2 2026, closing a stake of 4,267 shares — an estimated $337K sold.

Diversified Trust first reported a position in GHM in Q4 2025 and held it in 2 quarters. The position peaked at $337K in Q1 2026. 18 funds tracked by Wall St. Rank hold GHM as of Q2 2026.

  • Diversified Trust reported no remaining Graham Corp position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 4,267 Graham Corp shares in Q2 2026, an estimated $337K.
  • Diversified Trust first reported a position in Graham Corp in Q4 2025 and held it in 2 quarters.
  • Diversified Trust's Graham Corp position peaked at $337K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Graham Corp as of Q2 2026.

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