Diversified Trust CO Incresed Positions in Q3 2025

Diversified Trust CO

  • $3.93 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
2.2K
+ 81.88%
$133.88 - $142.57 $294K - $313K
4.88K $693K
ERIC
Ericsson Lm Telephone CO

Technology
49.4K
+ 14.58%
$7.2 - $8.55 $355K - $422K
388K $3.21M
BIO
Bio Rad Laboratories, Inc.

Healthcare
22
+ 0.27%
$241.95 - $303.82 $5.32K - $6.68K
8.13K $2.28M
CLX
Clorox CO

Consumer Defensive
2.39K
+ 28.66%
$117.67 - $131.43 $281K - $314K
10.7K $1.32M
IEMG
Ishares Inc

ETFs
5.99K
+ 35.02%
N/A
23.1K $1.24M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
601
+ 4.24%
$89.32 - $107.82 $53.7K - $64.8K
14.8K $1.59M
SPXC
Spx Corp

Industrials
98
+ 0.63%
$168.95 - $204.31 $16.6K - $20K
15.6K $2.91M
ADI
Analog Devices Inc

Technology
1.13K
+ 27.28%
$220.68 - $255.63 $249K - $288K
5.26K $1.29M
PATH
Ui Path, Inc.

Technology
20.4K
+ 36.66%
$10.44 - $13.38 $213K - $272K
75.9K $1.02M
SIG
Signet Jewelers LTD

Consumer Cyclical
847
+ 6.5%
$74.31 - $96.87 $62.9K - $82K
13.9K $1.33M
SCHW
Schwab Charles Corp

Financial Services
2.52K
+ 25.34%
$91.03 - $98.69 $229K - $249K
12.5K $1.19M
WST
West Pharmaceutical Services Inc

Healthcare
601
+ 21.27%
$210.08 - $279.1 $126K - $168K
3.43K $898K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
1.83K
+ 5.53%
$9.83 - $19.88 $18K - $36.3K
34.9K $596K
MCO
Moodys Corp

Financial Services
904
+ 14.9%
$472.69 - $521.32 $427K - $471K
6.97K $3.32M
MCK
Mckesson Corp

Healthcare
63
+ 1.14%
$659.01 - $772.54 $41.5K - $48.7K
5.6K $4.33M
SNEX
Stone X Group Inc.

Financial Services
1.84K
+ 22.01%
$81.94 - $104.56 $151K - $193K
10.2K $1.03M
AYI
Acuity Brands Inc

Industrials
35
+ 0.63%
$287.07 - $344.52 $10K - $12.1K
5.58K $1.92M
LHX
L3 Harris Technologies, Inc.

Industrials
575
+ 36.25%
$252.18 - $305.41 $145K - $176K
2.16K $659K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
216
+ 4.91%
$567.09 - $607.37 $122K - $131K
4.61K $2.75M
CCL
Carnival Corp

Consumer Cyclical
6.44K
+ 7.09%
$28.37 - $32.49 $183K - $209K
97.3K $2.81M
IWV
Ishares Russell 3000 ETF

ETFs
579
+ 43.6%
$351.04 - $379.81 $203K - $220K
1.91K $722K
CB
Chubb LTD

Financial Services
2.36K
+ 4.29%
$265.99 - $289.59 $629K - $685K
57.5K $16.2M
ROKU
Roku, Inc

Communication Services
9
+ 0.04%
$79.98 - $101.78 $720 - $916
20.6K $2.06M
IAU
Ishares Gold Trust

ETFs
1.18K
+ 7.67%
$61.62 - $72.77 $72.7K - $85.9K
16.6K $1.2M
PTCT
Ptc Therapeutics, Inc.

Healthcare
744
+ 4.7%
$43.3 - $62.88 $32.2K - $46.8K
16.6K $1.02M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
2.61K
+ 9.09%
$9.34 - $16.35 $24.4K - $42.7K
31.4K $510K
VRNS
Varonis Systems Inc

Technology
1.33K
+ 5.35%
$49.58 - $59.83 $65.7K - $79.3K
26.1K $1.5M
AMSC
American Superconductor Corp

Industrials
876
+ 10.16%
$35.98 - $64.63 $31.5K - $56.6K
9.5K $558K
MCD
Mcdonalds Corp

Consumer Cyclical
440
+ 4.8%
$291.67 - $316.99 $128K - $139K
9.61K $2.92M
USB
Us Bancorp \De\

Financial Services
4.66K
+ 97.0%
$43.94 - $50.41 $205K - $235K
9.47K $457K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
761
+ 17.3%
$113.83 - $154.45 $86.6K - $118K
5.16K $797K
KMB
Kimberly Clark Corp

Consumer Defensive
3.6K
+ 7.88%
$121.72 - $136.77 $438K - $492K
49.3K $6.13M
TVTX
Travere Therapeutics, Inc.

Healthcare
796
+ 3.48%
$14.61 - $27.31 $11.6K - $21.7K
23.7K $566K
ADBE
Adobe Inc.

Technology
1.57K
+ 16.3%
$333.65 - $392.1 $524K - $616K
11.2K $3.95M
GMED
Globus Medical Inc

Healthcare
4.31K
+ 35.21%
$51.89 - $62.79 $224K - $271K
16.6K $948K
FOLD
Amicus Therapeutics, Inc.

Healthcare
4.78K
+ 5.72%
$5.84 - $8.57 $27.9K - $40.9K
88.3K $695K
ENPH
Enphase Energy, Inc.

Technology
6.77K
+ 88.12%
$30.11 - $42.97 $204K - $291K
14.5K $511K
AGX
Argan Inc

Industrials
177
+ 5.71%
$202.53 - $271.07 $35.8K - $48K
3.28K $884K
LIVN
Liva Nova PLC

Healthcare
1.48K
+ 8.94%
$41.13 - $58.72 $60.8K - $86.8K
18K $944K
CRUS
Cirrus Logic, Inc.

Technology
78
+ 0.88%
$97.25 - $127.45 $7.59K - $9.94K
8.97K $1.12M
CMC
Commercial Metals CO

Basic Materials
1.16K
+ 7.5%
$50.28 - $59.79 $58.4K - $69.5K
16.7K $954K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
3.49K
+ 9.68%
$29.8 - $32.29 $104K - $113K
39.6K $1.27M
FSS
Federal Signal Corp

Industrials
712
+ 8.31%
$104.86 - $129.8 $74.7K - $92.4K
9.28K $1.1M
EPAC
Enerpac Tool Group Corp

Industrials
4.48K
+ 26.13%
$36.95 - $43.71 $165K - $196K
21.6K $885K
ZS
Zscaler, Inc.

Technology
794
+ 24.01%
$267.68 - $316.5 $213K - $251K
4.1K $1.23M
IP
International Paper CO

Consumer Cyclical
4.4K
+ 12.02%
$45.32 - $55.68 $199K - $245K
41K $1.9M
ENB
Enbridge Inc

Energy
174
+ 0.5%
$43.79 - $50.46 $7.62K - $8.78K
35.2K $1.78M
VZ
Verizon Communications Inc

Communication Services
2.55K
+ 2.32%
$40.84 - $45.06 $104K - $115K
113K $4.95M
LECO
Lincoln Electric Holdings Inc

Industrials
385
+ 11.52%
$210.22 - $247.76 $80.9K - $95.4K
3.73K $878K
Activity Summary
Buys All Purchases 601 New Holdings 134 Increased Positions 467 Sells All Sells 265 Reductions 265 Sold out 0 Options Calls 0 Puts 0
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