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Evergreen Private Wealth’s Diodes DIOD Stock Holding History

Evergreen Private Wealth’s Portfolio DIOD Stock Details DIOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-68
Closed -$3.6K – 258
2025
Q2 		$3.6K Buy
+68
New +$2.99K ﹤0.01% 207

Other funds holding DIOD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

Evergreen Private Wealth's DIOD Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Diodes (DIOD) in Q3 2025, closing a stake of 68 shares — an estimated $3.6K sold.

Evergreen Private Wealth first reported a position in DIOD in Q2 2025 and held it in 1 quarter. The position peaked at $3.6K in Q2 2025. 290 funds tracked by Wall St. Rank hold DIOD as of Q3 2025.

  • Evergreen Private Wealth reported no remaining Diodes position as of Q3 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 68 Diodes shares in Q3 2025, an estimated $3.6K.
  • Evergreen Private Wealth first reported a position in Diodes in Q2 2025 and held it in 1 quarter.
  • Evergreen Private Wealth's Diodes position peaked at $3.6K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held Diodes as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.