PWMG
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Private Wealth Management Group’s DLH Holdings DLHC Stock Holding History

Private Wealth Management Group’s Portfolio DLHC Stock Details DLHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$840 Sell
160
-23
-13% -$131 ﹤0.01% 1330
2026
Q1 		$1.07K Hold
183
– – ﹤0.01% 1242
2025
Q4 		$1.03K Hold
183
– – ﹤0.01% 1262
2025
Q3 		$1.03K Hold
183
– – ﹤0.01% 1275
2025
Q2 		$1.07K Buy
183
+173
+1,730% +$782 ﹤0.01% 1268
2025
Q1 		$41 Buy
+10
New +$61 ﹤0.01% 1473

Other funds holding DLHC

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Private Wealth Management Group's DLHC Position: Q2 2026 in Review

Private Wealth Management Group reduced its DLH Holdings (DLHC) stake by 13% in Q2 2026, selling an estimated $131 and leaving 160 shares worth $840. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Private Wealth Management Group first reported a position in DLHC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.07K in Q2 2025. 5 funds tracked by Wall St. Rank hold DLHC as of Q2 2026.

  • Private Wealth Management Group held 160 shares of DLH Holdings worth $840 as of Q2 2026.
  • Private Wealth Management Group sold 23 DLH Holdings shares in Q2 2026, an estimated $131.
  • DLH Holdings made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1330 holding.
  • Private Wealth Management Group first reported a position in DLH Holdings in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Management Group's DLH Holdings position peaked at $1.07K in Q2 2025.
  • 5 funds tracked by Wall St. Rank held DLH Holdings as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.