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Winch Advisory Services’s Trump Media & Technology Group DJT Stock Holding History

Winch Advisory Services’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 		$263 Hold
34
– – ﹤0.01% 532
2026
Q1 		$316 Hold
34
– – ﹤0.01% 489
2025
Q4 		$450 Hold
34
– – ﹤0.01% 475
2025
Q3 		$558 Hold
34
– – ﹤0.01% 473
2025
Q2 		$613 Hold
34
– – ﹤0.01% 459
2025
Q1 		$664 Hold
34
– – ﹤0.01% 456
2024
Q4 		$1.16K Hold
34
– – ﹤0.01% 470
2024
Q3 		$546 Hold
34
– – ﹤0.01% 421
2024
Q2 		$1.11K Hold
34
– – ﹤0.01% 397
2024
Q1 		$2.11K Hold
34
– – ﹤0.01% 368
2023
Q4 		$595 Hold
34
– – ﹤0.01% 402
2023
Q3 		$1K Hold
34
– – ﹤0.01% 409
2023
Q2 		$0 Hold
34
– – ﹤0.01% 449
2023
Q1 		$0 Hold
34
– – ﹤0.01% 444
2022
Q4 		$1K Hold
34
– – ﹤0.01% 394
2022
Q3 		$1K Hold
34
– – ﹤0.01% 384
2022
Q2 		$1K Sell
34
-45
-57% -$1.88K ﹤0.01% 413
2022
Q1 		$5K Buy
79
+45
+132% +$3.39K ﹤0.01% 322
2021
Q4 		$2K Buy
+34
New +$1.54K ﹤0.01% 414

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

Winch Advisory Services's DJT Position: Q2 2026 in Review

Winch Advisory Services held its Trump Media & Technology Group (DJT) position steady in Q2 2026 at 34 shares worth $263. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Winch Advisory Services first reported a position in DJT in Q4 2021 and has held it in 19 quarters since. The position peaked at $5K in Q1 2022. 327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Winch Advisory Services held 34 shares of Trump Media & Technology Group worth $263 as of Q2 2026.
  • Winch Advisory Services left its Trump Media & Technology Group share count unchanged in Q2 2026.
  • Trump Media & Technology Group made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #532 holding.
  • Winch Advisory Services first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 19 quarters since.
  • Winch Advisory Services's Trump Media & Technology Group position peaked at $5K in Q1 2022.
  • 327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.