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Steward Partners Investment Advisory’s Trump Media & Technology Group DJT Stock Holding History

Steward Partners Investment Advisory’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 		$23.5K Sell
2,535
-95
-4% -$1.09K ﹤0.01% 3151
2025
Q4 		$34.8K Sell
2,630
-2,648
-50% -$36.1K ﹤0.01% 2867
2025
Q3 		$86.7K Sell
5,278
-511
-9% -$9.06K ﹤0.01% 2310
2025
Q2 		$104K Buy
5,789
+27
+0.5% +$587 ﹤0.01% 2091
2025
Q1 		$113K Buy
5,762
+1,047
+22% +$29.4K ﹤0.01% 1947
2024
Q4 		$161K Buy
4,715
+2,495
+112% +$79.3K ﹤0.01% 1734
2024
Q3 		$35.7K Buy
2,220
+732
+49% +$17.7K ﹤0.01% 2405
2024
Q2 		$48.7K Sell
1,488
-444
-23% -$18.6K ﹤0.01% 2119
2024
Q1 		$120K Buy
1,932
+1,254
+185% +$48.6K ﹤0.01% 1673
2023
Q4 		$11.9K Hold
678
– – ﹤0.01% 2630
2023
Q3 		$11.1K Hold
678
– – ﹤0.01% 2553
2023
Q2 		$8.52K Hold
678
– – ﹤0.01% 2620
2023
Q1 		$9.53K Sell
678
-13
-2% -$193 ﹤0.01% 2558
2022
Q4 		$10.4K Sell
691
-33
-5% -$645 ﹤0.01% 2527
2022
Q3 		$12K Hold
724
– – ﹤0.01% 2466
2022
Q2 		$17K Sell
724
-22
-3% -$919 ﹤0.01% 2307
2022
Q1 		$48K Buy
746
+257
+53% +$19.3K ﹤0.01% 1945
2021
Q4 		$25K Buy
+489
New +$22.1K ﹤0.01% 2236

Other funds holding DJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $155M AUM 58.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 370.24% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Steward Partners Investment Advisory's DJT Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Trump Media & Technology Group (DJT) stake by 3.6% in Q1 2026, selling an estimated $1.09K and leaving 2,535 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

Steward Partners Investment Advisory first reported a position in DJT in Q4 2021 and has held it in 18 quarters since. The position peaked at $161K in Q4 2024. 328 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • Steward Partners Investment Advisory held 2,535 shares of Trump Media & Technology Group worth $23.5K as of Q1 2026.
  • Steward Partners Investment Advisory sold 95 Trump Media & Technology Group shares in Q1 2026, an estimated $1.09K.
  • Trump Media & Technology Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3151 holding.
  • Steward Partners Investment Advisory first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 18 quarters since.
  • Steward Partners Investment Advisory's Trump Media & Technology Group position peaked at $161K in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.