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Toth Financial Advisory’s Trump Media & Technology Group DJT Stock Holding History

Toth Financial 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
Q2 		$3.21K Hold
415
– – ﹤0.01% 698
2026
Q1 		$3.85K Hold
415
– – ﹤0.01% 665
2025
Q4 		$5.5K Sell
415
-100
-19% -$1.36K ﹤0.01% 625
2025
Q3 		$8.46K Hold
515
– – ﹤0.01% 545
2025
Q2 		$9.29K Sell
515
-25
-5% -$544 ﹤0.01% 497
2025
Q1 		$10.6K Sell
540
-20
-4% -$562 ﹤0.01% 458
2024
Q4 		$19.1K Buy
560
+100
+22% +$3.18K ﹤0.01% 401
2024
Q3 		$7.39K Sell
460
-100
-18% -$2.42K ﹤0.01% 483
2024
Q2 		$18.3K Buy
560
+120
+27% +$5.04K ﹤0.01% 404
2024
Q1 		$27.3K Buy
440
+315
+252% +$12.2K ﹤0.01% 361
2023
Q4 		$2.19K Hold
125
– – ﹤0.01% 608
2023
Q3 		$2.05K Hold
125
– – ﹤0.01% 629
2023
Q2 		$1.57K Hold
125
– – ﹤0.01% 672
2023
Q1 		$1.76K Hold
125
– – ﹤0.01% 676
2022
Q4 		$1.88K Hold
125
– – ﹤0.01% 598
2022
Q3 		$2K Buy
125
+100
+400% +$2.64K ﹤0.01% 665
2022
Q2 		$1K Hold
25
– – ﹤0.01% 680
2022
Q1 		$2K Hold
25
– – ﹤0.01% 649
2021
Q4 		$1K Buy
+25
New +$1.13K ﹤0.01% 726

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 $3.37T AUM 44.26% 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
CS
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

Toth Financial Advisory's DJT Position: Q2 2026 in Review

Toth Financial Advisory held its Trump Media & Technology Group (DJT) position steady in Q2 2026 at 415 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Toth Financial Advisory first reported a position in DJT in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.3K in Q1 2024. 327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Toth Financial Advisory held 415 shares of Trump Media & Technology Group worth $3.21K as of Q2 2026.
  • Toth Financial Advisory left its Trump Media & Technology Group share count unchanged in Q2 2026.
  • Trump Media & Technology Group made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #698 holding.
  • Toth Financial Advisory first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 19 quarters since.
  • Toth Financial Advisory's Trump Media & Technology Group position peaked at $27.3K in Q1 2024.
  • 327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.