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SHP Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

SHP Wealth Management’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 		$3.66K Hold
473
– – ﹤0.01% 1235
2026
Q1 		$4.39K Hold
473
– – ﹤0.01% 1102
2025
Q4 		$6.26K Buy
+473
New +$6.45K ﹤0.01% 936

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 $3.38T AUM 44.17% 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
Clear Street
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

SHP Wealth Management's DJT Position: Q2 2026 in Review

SHP Wealth Management held its Trump Media & Technology Group (DJT) position steady in Q2 2026 at 473 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

SHP Wealth Management first reported a position in DJT in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.26K in Q4 2025. 328 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • SHP Wealth Management held 473 shares of Trump Media & Technology Group worth $3.66K as of Q2 2026.
  • SHP Wealth Management left its Trump Media & Technology Group share count unchanged in Q2 2026.
  • Trump Media & Technology Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1235 holding.
  • SHP Wealth Management first reported a position in Trump Media & Technology Group in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Trump Media & Technology Group position peaked at $6.26K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.