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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.1% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

SHP Wealth Management's DJT Position: Q1 2026 in Review

SHP Wealth Management held its Trump Media & Technology Group (DJT) position steady in Q1 2026 at 473 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

SHP Wealth Management first reported a position in DJT in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.26K in Q4 2025. 328 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • SHP Wealth Management held 473 shares of Trump Media & Technology Group worth $4.39K as of Q1 2026.
  • SHP Wealth Management left its Trump Media & Technology Group share count unchanged in Q1 2026.
  • Trump Media & Technology Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1102 holding.
  • SHP Wealth Management first reported a position in Trump Media & Technology Group in Q4 2025 and has held it in 2 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 Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.