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GoalVest Advisory’s DHT Holdings DHT Stock Holding History

GoalVest Advisory’s Portfolio DHT Stock Details DHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Sell
87,485
-5,168
-6% -$92.3K 0.27% 49
2026
Q1 		$1.69M Sell
92,653
-19,236
-17% -$306K 0.33% 51
2025
Q4 		$1.37M Sell
111,889
-19,736
-15% -$248K 0.26% 65
2025
Q3 		$1.57M Buy
131,625
+16,044
+14% +$186K 0.33% 54
2025
Q2 		$1.25M Buy
115,581
+2,992
+3% +$33K 0.31% 61
2025
Q1 		$1.18M Buy
112,589
+24,084
+27% +$259K 0.33% 63
2024
Q4 		$822K Sell
88,505
-15,530
-15% -$160K 0.23% 74
2024
Q3 		$1.15M Buy
104,035
+6,705
+7% +$74K 0.33% 57
2024
Q2 		$1.13M Sell
97,330
-7,137
-7% -$83.8K 0.36% 51
2024
Q1 		$1.2M Buy
104,467
+6,218
+6% +$68.2K 0.4% 46
2023
Q4 		$964K Buy
+98,249
New +$1.01M 0.42% 40

Other funds holding DHT

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

GoalVest Advisory's DHT Position: Q2 2026 in Review

GoalVest Advisory reduced its DHT Holdings (DHT) stake by 5.6% in Q2 2026, selling an estimated $92.3K and leaving 87,485 shares worth $1.45M. The position accounts for 0.27% of the portfolio, ranked #49.

GoalVest Advisory first reported a position in DHT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q1 2026. 22 funds tracked by Wall St. Rank hold DHT as of Q2 2026.

  • GoalVest Advisory held 87,485 shares of DHT Holdings worth $1.45M as of Q2 2026.
  • GoalVest Advisory sold 5,168 DHT Holdings shares in Q2 2026, an estimated $92.3K.
  • DHT Holdings made up 0.27% of GoalVest Advisory's portfolio in Q2 2026, its #49 holding.
  • GoalVest Advisory first reported a position in DHT Holdings in Q4 2023 and has held it in 11 quarters since.
  • GoalVest Advisory's DHT Holdings position peaked at $1.69M in Q1 2026.
  • 22 funds tracked by Wall St. Rank held DHT Holdings as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.