Diversified Trust CO Purchases in Q4 2025

Diversified Trust CO

  • $4.23 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
759K
+ 16.94%
$70.2 - $73.89 $53.3M - $56.1M
5.24M $383M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
113
+ 0.01%
$118.79 - $161.47 $13.4K - $18.2K
1.46M $233M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
59.8K
+ 7.23%
$600.51 - $631.95 $35.9M - $37.8M
888K $548M
NOW
Service Now, Inc.

Technology
37.1K
+ 457.79%
$835.79 - $946.29 $31M - $35.1M
45.2K $37.8M
AAPL
Apple Inc.

Technology
20.5K
+ 3.11%
$245.27 - $275.25 $5.03M - $5.64M
679K $182M
VTI
Vanguard Total Stock Market Et

ETFs
36K
+ 32.76%
$321.8 - $337.95 $11.6M - $12.2M
146K $48.1M
IEFA
Ishares Tr

ETFs
117K
+ 13.04%
$86.09 - $89.88 $10.1M - $10.5M
1.01M $90M
LLY
Eli Lilly & CO

Healthcare
4.04K
+ 20.64%
$799.57 - $1025.28 $3.23M - $4.15M
23.6K $24.1M
GOOG
Alphabet Inc.

Communication Services
7.16K
+ 6.8%
$237.49 - $291.74 $1.7M - $2.09M
112K $32.1M
V
Visa Inc.

Financial Services
22.9K
+ 32.47%
$325.75 - $352.42 $7.45M - $8.06M
93.3K $30.4M
TQQQ
Proshares Ultrapro Qqq

ETFs
55K
+ 100.0%
$97.07 - $120.61 $5.34M - $6.63M
110K $11.5M
KO
Coca Cola CO

Consumer Defensive
45.4K
+ 7.85%
$66.1 - $71.61 $3M - $3.25M
624K $44.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
52.9K
+ 28.99%
$99.87 - $101.27 $5.28M - $5.35M
235K $23.5M
TJX
Tjx Companies Inc

Consumer Cyclical
29.2K
+ 114.58%
$138.56 - $147.63 $4.04M - $4.3M
54.6K $7.98M
ASML
Asml Holding Nv

Technology
3.74K
+ 281.46%
$936.19 - $1075.45 $3.5M - $4.02M
5.06K $5.16M
COST
Costco Wholesale Corp

Consumer Defensive
4.29K
+ 39.41%
$910.94 - $954.99 $3.91M - $4.1M
15.2K $13.9M
AVGO
Broadcom Inc.

Technology
3.24K
+ 2.18%
$324.63 - $385.98 $1.05M - $1.25M
152K $52.1M
IVV
Ishares Core S&P 500 ETF

ETFs
4.07K
+ 9.64%
$656.2 - $690.71 $2.67M - $2.81M
46.3K $31.2M
OMC
Omnicom Group Inc.

Communication Services
47.4K
+ 96.81%
$72.23 - $81.23 $3.42M - $3.85M
96.4K $6.96M
IQV
Iqvia Holdings Inc.

Healthcare
6.3K
+ 14.79%
$198.17 - $223.55 $1.25M - $1.41M
48.9K $10.8M
PH
Parker Hannifin Corp

Industrials
3.1K
+ 411.01%
$716.66 - $857.93 $2.22M - $2.66M
3.85K $3.21M
SYK
Stryker Corp

Healthcare
7.26K
+ 58.33%
$353.81 - $388.35 $2.57M - $2.82M
19.7K $7.1M
PODD
Insulet Corp

Healthcare
6.74K
+ 495.74%
$305.98 - $336.84 $2.06M - $2.27M
8.1K $2.7M
PLD
Prologis, Inc.

Real Estate
16.6K
+ 109.42%
$111.23 - $127.18 $1.85M - $2.11M
31.8K $3.92M
MU
Micron Technology Inc

Technology
1.95K
+ 9.26%
$181.6 - $253.3 $354K - $494K
23K $5.68M
IDXX
Idexx Laboratories Inc

Healthcare
2.9K
+ 223.5%
$616.15 - $722.94 $1.79M - $2.1M
4.2K $2.9M
VXF
Vanguard Extended Market ETF

ETFs
21.8K
+ 4.52%
$204.22 - $215.05 $4.45M - $4.68M
503K $103M
APG
A Pi Group Corp

Industrials
52.6K
New
$33.64 - $38.36 $1.77M - $2.02M
52.6K $1.97M
ISRG
Intuitive Surgical Inc

Healthcare
3.02K
+ 95.29%
$429.59 - $576.2 $1.3M - $1.74M
6.18K $3.38M
CAT
Caterpillar Inc

Industrials
2.4K
+ 30.7%
$480.82 - $585.49 $1.16M - $1.41M
10.2K $5.65M
AMD
Advanced Micro Devices Inc

Technology
593
+ 2.67%
$164.01 - $264.33 $97.3K - $157K
22.8K $5.49M
ROST
Ross Stores, Inc.

Consumer Cyclical
11.6K
+ 526.73%
$147.71 - $162.85 $1.71M - $1.88M
13.8K $2.21M
FITB
Fifth Third Bancorp

Financial Services
44.5K
+ 413.92%
$40.36 - $44.41 $1.8M - $1.98M
55.3K $2.35M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
41.4K
New
$43.05 - $44.51 $1.78M - $1.84M
41.4K $1.8M
MET
Metlife Inc

Financial Services
22.9K
+ 276.41%
$75.97 - $82.89 $1.74M - $1.9M
31.2K $2.46M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
32.5K
+ 511.62%
$50.57 - $50.77 $1.65M - $1.65M
38.9K $1.97M
MMM
3 M CO

Industrials
8.84K
+ 66.9%
$148.75 - $171.6 $1.32M - $1.52M
22.1K $3.65M
BAC
Bank Of America Corp

Financial Services
30.1K
+ 10.72%
$48.65 - $54.11 $1.46M - $1.63M
311K $16M
MDT
Medtronic PLC

Healthcare
14.3K
+ 14.77%
$90.06 - $98.43 $1.29M - $1.41M
111K $10.7M
NEE
Nextera Energy Inc

Utilities
13.3K
+ 41.5%
$78.18 - $86.03 $1.04M - $1.14M
45.2K $3.88M
CB
Chubb LTD

Financial Services
2.32K
+ 4.04%
$268.2 - $296.22 $623K - $688K
59.8K $17.7M
HCA
Hca Healthcare, Inc.

Healthcare
1.41K
+ 9.08%
$410.68 - $476.61 $577K - $670K
16.9K $7.98M
APH
Amphenol Corp

Technology
9.61K
+ 115.91%
$121.7 - $143.85 $1.17M - $1.38M
17.9K $2.39M
SSO
Proshares Ultra S&P 500

ETFs
12K
+ 100.0%
$107.49 - $118.65 $1.29M - $1.42M
24K $2.71M
AMP
Ameriprise Financial Inc

Financial Services
4.22K
+ 42.65%
$440.8 - $497.79 $1.86M - $2.1M
14.1K $6.23M
BMY
Bristol Myers Squibb CO

Healthcare
25.3K
+ 25.02%
$42.6 - $49.08 $1.08M - $1.24M
126K $5.91M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
21.4K
New
$58.86 - $73.68 $1.26M - $1.57M
21.4K $1.28M
XLE
Energy Sector Spdr

ETFs
13.1K
+ 105.81%
$85.22 - $92.02 $1.12M - $1.21M
25.6K $2.35M
ABBV
Abb Vie Inc.

Healthcare
4.62K
+ 8.09%
$211.96 - $244.38 $978K - $1.13M
61.7K $14.4M
Activity Summary
Buys All Purchases 635 New Holdings 126 Increased Positions 509 Sells All Sells 259 Reductions 259 Sold out 0 Options Calls 0 Puts 0
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