AWM
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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
Q2 		$285K Buy
+32,088
New +$330K 0.07% 114

Other funds holding DV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

Able Wealth Management's DV Position: Q2 2026 in Review

Able Wealth Management opened a new position in DoubleVerify (DV) in Q2 2026: 32,088 shares worth $285K. The stake represents 0.07% of the portfolio and ranks #114 among its holdings.

317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • Able Wealth Management held 32,088 shares of DoubleVerify worth $285K as of Q2 2026.
  • DoubleVerify was a new Able Wealth Management position in Q2 2026.
  • DoubleVerify made up 0.07% of Able Wealth Management's portfolio in Q2 2026, its #114 holding.
  • 317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.