Planning Strategies Inc.’s Trump Media & Technology Group DJT Stock Holding History

Planning Strategies Inc.’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	$139	Buy	+18	New	+$158	﹤0.01%	1019

Other funds holding DJT

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TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

Planning Strategies Inc.'s DJT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Trump Media & Technology Group (DJT) in Q2 2026: 18 shares worth $139. The stake represents ﹤0.01% of the portfolio and ranks #1019 among its holdings.

97 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

Planning Strategies Inc. held 18 shares of Trump Media & Technology Group worth $139 as of Q2 2026.
Trump Media & Technology Group was a new Planning Strategies Inc. position in Q2 2026.
Trump Media & Technology Group made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1019 holding.
97 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.