HWA
DJT icon

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

Heritage 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 		$1.72K Buy
+222
New +$1.95K ﹤0.01% 643

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

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

Heritage Wealth Advisors opened a new position in Trump Media & Technology Group (DJT) in Q2 2026: 222 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #643 among its holdings.

327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Heritage Wealth Advisors held 222 shares of Trump Media & Technology Group worth $1.72K as of Q2 2026.
  • Trump Media & Technology Group was a new Heritage Wealth Advisors position in Q2 2026.
  • Trump Media & Technology Group made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #643 holding.
  • 327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.