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Wealth Preservation Advisors’s Trump Media & Technology Group DJT Stock Holding History

Wealth Preservation Advisors’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
Q1 		– Sell
-30
Closed -$397 – 1211
2025
Q4 		$397 Hold
30
– – ﹤0.01% 581
2025
Q3 		$493 Hold
30
– – ﹤0.01% 550
2025
Q2 		$541 Sell
30
-147
-83% -$3.2K ﹤0.01% 550
2025
Q1 		$3.46K Buy
+177
New +$4.97K ﹤0.01% 430

Other funds holding DJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Wealth Preservation Advisors's DJT Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Trump Media & Technology Group (DJT) in Q1 2026, closing a stake of 30 shares — an estimated $397 sold.

Wealth Preservation Advisors first reported a position in DJT in Q1 2025 and held it in 4 quarters. The position peaked at $3.46K in Q1 2025. 328 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Trump Media & Technology Group position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 30 Trump Media & Technology Group shares in Q1 2026, an estimated $397.
  • Wealth Preservation Advisors first reported a position in Trump Media & Technology Group in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Trump Media & Technology Group position peaked at $3.46K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.