LWAM
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Legacy Wealth Asset Management’s Diodes DIOD Stock Holding History

Legacy Wealth Asset Management’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 		– Sell
-3,637
Closed -$248K – 385
2026
Q1 		$248K Buy
+3,637
New +$229K 0.06% 332
2024
Q1 		– Sell
-4,200
Closed -$338K – 345
2023
Q4 		$338K Buy
4,200
+26
+0.6% +$1.9K 0.11% 277
2023
Q3 		$329K Sell
4,174
-130
-3% -$10.9K 0.12% 263
2023
Q2 		$398K Buy
4,304
+68
+2% +$5.99K 0.14% 254
2023
Q1 		$393K Sell
4,236
-462
-10% -$41.4K 0.14% 261
2022
Q4 		$358K Sell
4,698
-566
-11% -$44.3K 0.14% 272
2022
Q3 		$342K Sell
5,264
-127
-2% -$9.18K 0.15% 243
2022
Q2 		$348K Buy
5,391
+246
+5% +$17.9K 0.14% 211
2022
Q1 		$448K Sell
5,145
-59
-1% -$5.37K 0.16% 199
2021
Q4 		$571K Sell
5,204
-60
-1% -$6.08K 0.19% 187
2021
Q3 		$477K Sell
5,264
-330
-6% -$28.8K 0.22% 177
2021
Q2 		$446K Sell
5,594
-408
-7% -$31.4K 0.2% 190
2021
Q1 		$479K Sell
6,002
-1,685
-22% -$133K 0.22% 179
2020
Q4 		$542K Buy
+7,687
New +$496K 0.27% 153

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 $679M AUM 47.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return