AWM
DV icon

Able Wealth Management’s DoubleVerify DV Stock Holding History

Able Wealth Management’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$191K Sell
14,219
-17,869
-56% -$225K 0.04% 180
2026
Q2 		$285K Buy
+32,088
New +$330K 0.07% 114

Other funds holding DV

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Able Wealth Management's DV Position: Q3 2026 in Review

Able Wealth Management reduced its DoubleVerify (DV) stake by 56% in Q3 2026, selling an estimated $225K and leaving 14,219 shares worth $191K. The position accounts for 0.04% of the portfolio, ranked #180.

Able Wealth Management first reported a position in DV in Q2 2026 and has held it in 2 quarters since. The position peaked at $285K in Q2 2026. 24 funds tracked by Wall St. Rank hold DV as of Q3 2026.

  • Able Wealth Management held 14,219 shares of DoubleVerify worth $191K as of Q3 2026.
  • Able Wealth Management sold 17,869 DoubleVerify shares in Q3 2026, an estimated $225K.
  • DoubleVerify made up 0.04% of Able Wealth Management's portfolio in Q3 2026, its #180 holding.
  • Able Wealth Management first reported a position in DoubleVerify in Q2 2026 and has held it in 2 quarters since.
  • Able Wealth Management's DoubleVerify position peaked at $285K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.