Diversified Trust’s Ingles Markets IMKTA Stock Holding History

Diversified Trust’s Portfolio IMKTA Stock Details IMKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$528K	Buy	5,962 +60	+1%	+$5.36K	0.01%	735
2026 Q1	$531K	Hold	5,902	–	–	0.01%	671
2025 Q4	$405K	Sell	5,902 -163	-3%	-$11.8K	0.01%	725
2025 Q3	$422K	Buy	+6,065	New	+$404K	0.01%	699
2025 Q1	–	Sell	-5,742	Closed	-$370K	–	978
2024 Q4	$370K	Buy	5,742 +1,240	+28%	+$83.4K	0.01%	680
2024 Q3	$336K	Sell	4,502 -4,381	-49%	-$322K	0.01%	705
2024 Q2	$609K	Buy	8,883 +3,582	+68%	+$259K	0.02%	473
2024 Q1	$406K	Buy	+5,301	New	+$424K	0.01%	566
2023 Q2	–	Sell	-3,714	Closed	-$329K	–	864
2023 Q1	$329K	Buy	3,714 +972	+35%	+$90.2K	0.01%	590
2022 Q4	$264K	Hold	2,742	–	–	0.01%	630
2022 Q3	$217K	Hold	2,742	–	–	0.01%	670
2022 Q2	$238K	Buy	+2,742	New	+$249K	0.01%	636

Other funds holding IMKTA

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

BAM

Belleair Asset Management Belleair Bluffs, Florida $119M AUM

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Diversified Trust's IMKTA Position: Q2 2026 in Review

Diversified Trust increased its Ingles Markets (IMKTA) stake by 1% in Q2 2026, buying an estimated $5.36K and bringing the position to 5,962 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #735.

Diversified Trust first reported a position in IMKTA in Q2 2022 and has held it in 12 quarters since. The position peaked at $609K in Q2 2024. 19 funds tracked by Wall St. Rank hold IMKTA as of Q2 2026.

Diversified Trust held 5,962 shares of Ingles Markets worth $528K as of Q2 2026.
Diversified Trust bought 60 Ingles Markets shares in Q2 2026, an estimated $5.36K.
Ingles Markets made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #735 holding.
Diversified Trust first reported a position in Ingles Markets in Q2 2022 and has held it in 12 quarters since.
Diversified Trust's Ingles Markets position peaked at $609K in Q2 2024.
19 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2026.

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