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N.E.W. Advisory Services’s Trump Media & Technology Group DJT Stock Holding History

N.E.W. Advisory Services’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 		$12.8K Buy
1,654
+33
+2% +$290 ﹤0.01% 608
2026
Q1 		$15K Buy
1,621
+24
+2% +$276 ﹤0.01% 554
2025
Q4 		$21.1K Sell
1,597
-3,278
-67% -$44.7K ﹤0.01% 499
2025
Q3 		$80K Buy
4,875
+20
+0.4% +$355 0.01% 267
2025
Q2 		$87.6K Sell
4,855
-29
-0.6% -$631 0.01% 256
2025
Q1 		$95.4K Buy
+4,884
New +$137K 0.01% 283

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

N.E.W. Advisory Services's DJT Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Trump Media & Technology Group (DJT) stake by 2% in Q2 2026, buying an estimated $290 and bringing the position to 1,654 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

N.E.W. Advisory Services first reported a position in DJT in Q1 2025 and has held it in 6 quarters since. The position peaked at $95.4K in Q1 2025. 327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • N.E.W. Advisory Services held 1,654 shares of Trump Media & Technology Group worth $12.8K as of Q2 2026.
  • N.E.W. Advisory Services bought 33 Trump Media & Technology Group shares in Q2 2026, an estimated $290.
  • Trump Media & Technology Group made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #608 holding.
  • N.E.W. Advisory Services first reported a position in Trump Media & Technology Group in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Trump Media & Technology Group position peaked at $95.4K in Q1 2025.
  • 327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.