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Taylor & Morgan Wealth Management’s Duluth Holdings DLTH Stock Holding History

Taylor & Morgan Wealth Management’s Portfolio DLTH Stock Details DLTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$193K Sell
43,000
-7,000
-14% -$25.3K 0.1% 85
2026
Q1 		$158K Buy
50,000
+19,000
+61% +$45.8K 0.09% 77
2025
Q4 		$64.5K Buy
31,000
+7,000
+29% +$20.7K 0.04% 80
2025
Q3 		$93.8K Sell
24,000
-15,687
-40% -$41.9K 0.06% 74
2025
Q2 		$83.3K Hold
39,687
– – 0.06% 70
2025
Q1 		$69.1K Buy
39,687
+12,687
+47% +$34.3K 0.05% 66
2024
Q4 		$83.4K Buy
27,000
+5,000
+23% +$18.2K 0.06% 72
2024
Q3 		$82.7K Buy
22,000
+2,000
+10% +$7.3K 0.06% 71
2024
Q2 		$73.8K Buy
20,000
+4,000
+25% +$16.9K 0.05% 64
2024
Q1 		$78.4K Buy
16,000
+6,000
+60% +$29.3K 0.06% 66
2023
Q4 		$53.8K Buy
+10,000
New +$52.3K 0.04% 63

Other funds holding DLTH

YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Taylor & Morgan Wealth Management's DLTH Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its Duluth Holdings (DLTH) stake by 14% in Q2 2026, selling an estimated $25.3K and leaving 43,000 shares worth $193K. The position accounts for 0.1% of the portfolio, ranked #85.

Taylor & Morgan Wealth Management first reported a position in DLTH in Q4 2023 and has held it in 11 quarters since. 7 funds tracked by Wall St. Rank hold DLTH as of Q2 2026.

  • Taylor & Morgan Wealth Management held 43,000 shares of Duluth Holdings worth $193K as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 7,000 Duluth Holdings shares in Q2 2026, an estimated $25.3K.
  • Duluth Holdings made up 0.1% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Taylor & Morgan Wealth Management first reported a position in Duluth Holdings in Q4 2023 and has held it in 11 quarters since.
  • 7 funds tracked by Wall St. Rank held Duluth Holdings as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.