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Diversify Wealth Management’s Crexendo CXDO Stock Holding History

Diversify Wealth Management’s Portfolio CXDO Stock Details CXDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$147K Hold
21,217
– – ﹤0.01% 1212
2026
Q1 		$139K Buy
+21,217
New +$139K ﹤0.01% 1111

Other funds holding CXDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Diversify Wealth Management's CXDO Position: Q2 2026 in Review

Diversify Wealth Management held its Crexendo (CXDO) position steady in Q2 2026 at 21,217 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Diversify Wealth Management first reported a position in CXDO in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold CXDO as of Q2 2026.

  • Diversify Wealth Management held 21,217 shares of Crexendo worth $147K as of Q2 2026.
  • Diversify Wealth Management left its Crexendo share count unchanged in Q2 2026.
  • Crexendo made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1212 holding.
  • Diversify Wealth Management first reported a position in Crexendo in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Crexendo as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.