Diversified Trust CO Incresed Positions in Q2 2025

Diversified Trust CO

  • $3.55 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRNA
Moderna, Inc.

Healthcare
7.3K
+ 53.5%
$23.65 - $28.54 $173K - $208K
20.9K $577K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.07K
+ 47.82%
$137.62 - $174.44 $148K - $187K
3.32K $542K
QFIN
360 Digi Tech, Inc.

Financial Services
5.8K
+ 13.74%
$35.33 - $46.05 $205K - $267K
48K $2.08M
VCEL
Vericel Corp

Healthcare
4.59K
+ 70.8%
$37.92 - $45.7 $174K - $210K
11.1K $470K
CARR
Carrier Global Corp

Industrials
122
+ 0.71%
$55.55 - $75.83 $6.78K - $9.25K
17.3K $1.26M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
1.84K
+ 54.0%
$66.94 - $88.47 $123K - $163K
5.26K $435K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.01K
+ 8.07%
$105.8 - $131.55 $107K - $133K
13.5K $1.74M
HUBB
Hubbell Inc

Industrials
190
+ 16.73%
$315.94 - $408.41 $60K - $77.6K
1.33K $541K
BRP
Brp Group, Inc.

Financial Services
4.11K
+ 14.92%
N/A
31.7K $1.27M
EFG
Msci Eafe Growth ETF

ETFs
480
+ 5.24%
$89.8 - $112.0 $43.1K - $53.8K
9.63K $1.08M
XYL
Xylem Inc.

Industrials
176
+ 1.31%
$102.86 - $129.5 $18.1K - $22.8K
13.6K $1.76M
MRVL
Marvell Technology, Inc.

Technology
81
+ 0.86%
$49.38 - $79.97 $4K - $6.48K
9.5K $735K
PJT
Pjt Partners Inc.

Financial Services
14
+ 0.25%
$125.44 - $166.41 $1.76K - $2.33K
5.54K $913K
ED
Consolidated Edison Inc

Utilities
4.99K
+ 14.59%
$98.05 - $113.3 $490K - $566K
39.2K $3.94M
SFBS
Servis First Bancshares, Inc.

Financial Services
3.1K
+ 16.31%
$68.48 - $82.21 $212K - $255K
22.1K $1.71M
PHR
Phreesia, Inc.

Healthcare
426
+ 0.95%
$23.25 - $28.49 $9.9K - $12.1K
45K $1.28M
BA
Boeing CO

Industrials
173
+ 6.51%
$136.59 - $217.51 $23.6K - $37.6K
2.83K $593K
TNL
Travel & Leisure Co.

Consumer Cyclical
72
+ 0.28%
$38.78 - $51.89 $2.79K - $3.74K
25.5K $1.32M
FLEX
Flex Ltd.

Technology
367
+ 5.13%
$26.68 - $50.09 $9.79K - $18.4K
7.52K $375K
AME
Ametek Inc

Industrials
309
+ 3.42%
$151.41 - $182.75 $46.8K - $56.5K
9.35K $1.69M
VONG
Vanguard Russell 1000 Growth E

ETFs
40
+ 0.51%
$82.51 - $109.2 $3.3K - $4.37K
7.87K $859K
SCHW
Schwab Charles Corp

Financial Services
9
+ 0.09%
$69.06 - $91.24 $622 - $821
9.94K $906K
NOC
Northrop Grumman Corp

Industrials
376
+ 7.6%
$456.3 - $540.39 $172K - $203K
5.32K $2.66M
CWENA
Clearway Energy Inc Cl A
3.65K
+ 46.73%
N/A
11.5K $395K
NDSN
Nordson Corp

Industrials
324
+ 7.33%
$167.51 - $223.5 $54.3K - $72.4K
4.74K $1.02M
HRL
Hormel Foods Corp

Consumer Defensive
4.58K
+ 22.83%
$29.11 - $31.44 $133K - $144K
24.6K $745K
LECO
Lincoln Electric Holdings Inc

Industrials
342
+ 11.4%
$167.18 - $211.38 $57.2K - $72.3K
3.34K $692K
FTI
Technip Fmc PLC

Energy
306
+ 0.76%
$23.18 - $35.33 $7.09K - $10.8K
40.8K $1.41M
PWR
Quanta Services, Inc.

Industrials
18
+ 1.95%
$239.47 - $381.26 $4.31K - $6.86K
940 $355K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
3.93K
+ 34.62%
$15.0 - $20.49 $58.9K - $80.5K
15.3K $311K
VBK
Vanguard Small Cap Growth ETF

ETFs
37
+ 0.86%
$219.76 - $276.94 $8.13K - $10.2K
4.34K $1.2M
DE
Deere & CO

Industrials
23
+ 0.86%
$412.99 - $531.48 $9.5K - $12.2K
2.69K $1.37M
MPWR
Monolithic Power Systems Inc

Technology
3
+ 0.41%
$455.19 - $737.73 $1.37K - $2.21K
729 $533K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
59
+ 0.13%
$17.76 - $22.1 $1.05K - $1.3K
47.1K $1.04M
ZM
Zoom Video Communications, Inc.

Technology
223
+ 1.03%
$66.7 - $84.62 $14.9K - $18.9K
21.9K $1.71M
PEGA
Pegasystems Inc

Technology
3.99K
+ 56.93%
$49.95 - $103.29 $199K - $412K
11K $595K
ENB
Enbridge Inc

Energy
1.6K
+ 4.78%
$41.09 - $47.16 $65.7K - $75.5K
35K $1.59M
BRC
Brady Corp

Industrials
2.1K
+ 15.67%
$64.32 - $76.24 $135K - $160K
15.5K $1.05M
CVLT
Commvault Systems Inc

Technology
284
+ 8.55%
$139.35 - $190.99 $39.6K - $54.2K
3.61K $628K
CWEN
Clearway Energy, Inc.

Utilities
2.38K
+ 15.23%
$26.74 - $32.22 $63.5K - $76.5K
18K $574K
GABC
German American Bancorp, Inc.

Financial Services
2.32K
+ 18.83%
$34.32 - $39.88 $79.5K - $92.4K
14.6K $562K
OLO
Olo Inc.

Technology
51
+ 0.15%
$5.84 - $9.7 $298 - $495
33.4K $297K
SAP
Sap Se

Technology
104
+ 5.9%
$237.53 - $309.8 $24.7K - $32.2K
1.87K $567K
KKR
Kkr & Co. Inc.

Financial Services
31
+ 0.6%
$92.79 - $134.29 $2.88K - $4.16K
5.21K $692K
VLUE
Ishares Msci Usa Value Factor

ETFs
15
+ 0.11%
$93.5 - $113.21 $1.4K - $1.7K
13.8K $1.57M
JCI
Johnson Controls International PLC

Industrials
152
+ 5.24%
$71.14 - $105.62 $10.8K - $16.1K
3.05K $322K
AEP
American Electric Power CO Inc

Utilities
1.21K
+ 17.9%
$98.59 - $109.11 $119K - $132K
7.96K $825K
TJX
Tjx Companies Inc

Consumer Cyclical
438
+ 2.18%
$119.13 - $135.03 $52.2K - $59.1K
20.6K $2.54M
IBOC
International Bancshares Corp

Financial Services
240
+ 1.21%
$56.4 - $66.7 $13.5K - $16K
20.2K $1.34M
Activity Summary
Buys All Purchases 476 New Holdings 102 Increased Positions 374 Sells All Sells 350 Reductions 350 Sold out 0 Options Calls 0 Puts 0
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