EWA
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EverSource Wealth Advisors’s Trump Media & Technology Group DJT Stock Holding History

EverSource Wealth Advisors’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
Q2 		$86.7K Buy
11,199
+6,685
+148% +$58.8K ﹤0.01% 1454
2026
Q1 		$41.9K Buy
4,514
+806
+22% +$9.26K ﹤0.01% 2028
2025
Q4 		$49.1K Sell
3,708
-138
-4% -$1.88K ﹤0.01% 1761
2025
Q3 		$63.2K Buy
3,846
+151
+4% +$2.68K ﹤0.01% 1539
2025
Q2 		$66.7K Sell
3,695
-85
-2% -$1.85K ﹤0.01% 1441
2025
Q1 		$73.9K Buy
3,780
+679
+22% +$19.1K ﹤0.01% 1041
2024
Q4 		$106K Buy
3,101
+6
+0.2% +$191 0.01% 886
2024
Q3 		$49.7K Sell
3,095
-62
-2% -$1.5K ﹤0.01% 1074
2024
Q2 		$90.7K Sell
3,157
-11
-0.3% -$462 0.01% 834
2024
Q1 		$158K Buy
3,168
+100
+3% +$3.88K 0.01% 566
2023
Q4 		$53.7K Hold
3,068
– – ﹤0.01% 870
2023
Q3 		$50.4K Hold
3,068
– – 0.01% 801
2023
Q2 		$38.5K Hold
3,068
– – ﹤0.01% 934
2023
Q1 		$43.1K Hold
3,068
– – 0.01% 837
2022
Q4 		$46K Buy
+3,068
New +$59.9K 0.01% 792
2022
Q3 		– Sell
-2,988
Closed -$72K – 2163
2022
Q2 		$72K Buy
2,988
+802
+37% +$33.5K 0.02% 489
2022
Q1 		$141K Buy
2,186
+1,032
+89% +$77.7K 0.04% 290
2021
Q4 		$59K Buy
+1,154
New +$52.2K 0.02% 396

Other funds holding DJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EverSource Wealth Advisors's DJT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Trump Media & Technology Group (DJT) stake by 148% in Q2 2026, buying an estimated $58.8K and bringing the position to 11,199 shares worth $86.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

EverSource Wealth Advisors first reported a position in DJT in Q4 2021 and has held it in 18 quarters since. The position peaked at $158K in Q1 2024. 327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • EverSource Wealth Advisors held 11,199 shares of Trump Media & Technology Group worth $86.7K as of Q2 2026.
  • EverSource Wealth Advisors bought 6,685 Trump Media & Technology Group shares in Q2 2026, an estimated $58.8K.
  • Trump Media & Technology Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1454 holding.
  • EverSource Wealth Advisors first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Trump Media & Technology Group position peaked at $158K in Q1 2024.
  • 327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.