Holos Integrated Wealth
DJT icon

Holos Integrated Wealth’s Trump Media & Technology Group DJT Stock Holding History

Holos Integrated Wealth’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
Q3 		$322 Hold
50
– – ﹤0.01% 377
2026
Q2 		$407 Hold
50
– – ﹤0.01% 363
2026
Q1 		$460 Hold
50
– – ﹤0.01% 386
2025
Q4 		$689 Hold
50
– – ﹤0.01% 289
2025
Q3 		$799 Hold
50
– – ﹤0.01% 283
2025
Q2 		$850 Hold
50
– – ﹤0.01% 284
2025
Q1 		$977 Hold
50
– – ﹤0.01% 288
2024
Q4 		$1.7K Buy
+50
New +$1.59K ﹤0.01% 277

Other funds holding DJT

Sapient Capital
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Axxcess Wealth Management
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Trueblood Wealth Management
Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Holos Integrated Wealth's DJT Position: Q3 2026 in Review

Holos Integrated Wealth held its Trump Media & Technology Group (DJT) position steady in Q3 2026 at 50 shares worth $322. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Holos Integrated Wealth first reported a position in DJT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.7K in Q4 2024. 73 funds tracked by Wall St. Rank hold DJT as of Q3 2026.

  • Holos Integrated Wealth held 50 shares of Trump Media & Technology Group worth $322 as of Q3 2026.
  • Holos Integrated Wealth left its Trump Media & Technology Group share count unchanged in Q3 2026.
  • Trump Media & Technology Group made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #377 holding.
  • Holos Integrated Wealth first reported a position in Trump Media & Technology Group in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Trump Media & Technology Group position peaked at $1.7K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.