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Vision Retirement’s Trump Media & Technology Group DJT Stock Holding History

Vision Retirement’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 		$1.63K Hold
210
– – ﹤0.01% 576
2026
Q1 		$1.95K Sell
210
-14,412
-99% -$166K ﹤0.01% 560
2025
Q4 		$194K Buy
+14,622
New +$199K 0.05% 126

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

Vision Retirement's DJT Position: Q2 2026 in Review

Vision Retirement held its Trump Media & Technology Group (DJT) position steady in Q2 2026 at 210 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Vision Retirement first reported a position in DJT in Q4 2025 and has held it in 3 quarters since. The position peaked at $194K in Q4 2025. 312 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Vision Retirement held 210 shares of Trump Media & Technology Group worth $1.63K as of Q2 2026.
  • Vision Retirement left its Trump Media & Technology Group share count unchanged in Q2 2026.
  • Trump Media & Technology Group made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #576 holding.
  • Vision Retirement first reported a position in Trump Media & Technology Group in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Trump Media & Technology Group position peaked at $194K in Q4 2025.
  • 312 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.