EFG
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Everhart Financial Group’s Diodes DIOD Stock Holding History

Everhart Financial Group’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
2026
Q2 		$331K Hold
3,026
– – 0.02% 342
2026
Q1 		$207K Buy
+3,026
New +$191K 0.02% 442
2025
Q4 		– Sell
-6,200
Closed -$330K – 424
2025
Q3 		$330K Buy
+6,200
New +$332K 0.03% 301

Other funds holding DIOD

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return

Everhart Financial Group's DIOD Position: Q2 2026 in Review

Everhart Financial Group held its Diodes (DIOD) position steady in Q2 2026 at 3,026 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #342.

Everhart Financial Group first reported a position in DIOD in Q3 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold DIOD as of Q2 2026.

  • Everhart Financial Group held 3,026 shares of Diodes worth $331K as of Q2 2026.
  • Everhart Financial Group left its Diodes share count unchanged in Q2 2026.
  • Diodes made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #342 holding.
  • Everhart Financial Group first reported a position in Diodes in Q3 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Diodes as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.