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Total Wealth Planning & Management’s Diana Shipping DSX Stock Holding History

Total Wealth Planning & Management’s Portfolio DSX Stock Details DSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$14.9K Hold
10,173
– – 0.01% 213
2025
Q1 		$15.9K Sell
10,173
-9,241
-48% -$16.8K 0.02% 196
2024
Q4 		$38.1K Buy
+19,414
New +$41.4K 0.03% 195

Other funds holding DSX

PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Total Wealth Planning & Management's DSX Position: Q2 2025 in Review

Total Wealth Planning & Management held its Diana Shipping (DSX) position steady in Q2 2025 at 10,173 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #213.

Total Wealth Planning & Management first reported a position in DSX in Q4 2024 and has held it in 3 quarters since. The position peaked at $38.1K in Q4 2024. 56 funds tracked by Wall St. Rank hold DSX as of Q2 2025.

  • Total Wealth Planning & Management held 10,173 shares of Diana Shipping worth $14.9K as of Q2 2025.
  • Total Wealth Planning & Management left its Diana Shipping share count unchanged in Q2 2025.
  • Diana Shipping made up 0.01% of Total Wealth Planning & Management's portfolio in Q2 2025, its #213 holding.
  • Total Wealth Planning & Management first reported a position in Diana Shipping in Q4 2024 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's Diana Shipping position peaked at $38.1K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Diana Shipping as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.