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Estate Planners Group’s Trump Media & Technology Group DJT Stock Holding History

Estate Planners Group’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-200
Closed -$2.65K – 444
2025
Q4 		$2.65K Buy
+200
New +$2.73K ﹤0.01% 390

Other funds holding DJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Estate Planners Group's DJT Position: Q1 2026 in Review

Estate Planners Group sold out of Trump Media & Technology Group (DJT) in Q1 2026, closing a stake of 200 shares — an estimated $2.65K sold.

Estate Planners Group first reported a position in DJT in Q4 2025 and held it in 1 quarter. The position peaked at $2.65K in Q4 2025. 328 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • Estate Planners Group reported no remaining Trump Media & Technology Group position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 200 Trump Media & Technology Group shares in Q1 2026, an estimated $2.65K.
  • Estate Planners Group first reported a position in Trump Media & Technology Group in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Trump Media & Technology Group position peaked at $2.65K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.