VWM
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Venturi Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

Venturi 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
2025
Q1 		– Sell
-133
Closed -$4.54K – 1893
2024
Q4 		$4.54K Buy
+133
New +$4.23K ﹤0.01% 1706

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Venturi Wealth Management's DJT Position: Q1 2025 in Review

Venturi Wealth Management sold out of Trump Media & Technology Group (DJT) in Q1 2025, closing a stake of 133 shares — an estimated $4.54K sold.

Venturi Wealth Management first reported a position in DJT in Q4 2024 and held it in 1 quarter. The position peaked at $4.54K in Q4 2024. 298 funds tracked by Wall St. Rank hold DJT as of Q1 2025.

  • Venturi Wealth Management reported no remaining Trump Media & Technology Group position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 133 Trump Media & Technology Group shares in Q1 2025, an estimated $4.54K.
  • Venturi Wealth Management first reported a position in Trump Media & Technology Group in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Trump Media & Technology Group position peaked at $4.54K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.