Abound Wealth Management’s DoubleVerify DV Stock Holding History

Abound 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	$87	Hold	8	–	–	﹤0.01%	1308
2026 Q1	$76	Hold	8	–	–	﹤0.01%	1454
2025 Q4	$92	Hold	8	–	–	﹤0.01%	1387
2025 Q3	$96	Hold	8	–	–	﹤0.01%	1312
2025 Q2	$120	Hold	8	–	–	﹤0.01%	1206
2025 Q1	$107	Sell	8 -2	-20%	-$37	﹤0.01%	1215
2024 Q4	$193	Hold	10	–	–	﹤0.01%	1085
2024 Q3	$169	Sell	10 -7	-41%	-$133	﹤0.01%	1251
2024 Q2	$331	Hold	17	–	–	﹤0.01%	948
2024 Q1	$598	Sell	17 -30	-64%	-$1.12K	﹤0.01%	842
2023 Q4	$1.73K	Buy	47 +36	+327%	+$1.12K	﹤0.01%	671
2023 Q3	$308	Hold	11	–	–	﹤0.01%	1008
2023 Q2	$429	Buy	+11	New	+$355	﹤0.01%	902

Other funds holding DV

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 Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Abound Wealth Management held its DoubleVerify (DV) position steady in Q2 2026 at 8 shares worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Abound Wealth Management first reported a position in DV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.73K in Q4 2023. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

Abound Wealth Management held 8 shares of DoubleVerify worth $87 as of Q2 2026.
Abound Wealth Management left its DoubleVerify share count unchanged in Q2 2026.
DoubleVerify made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1308 holding.
Abound Wealth Management first reported a position in DoubleVerify in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's DoubleVerify position peaked at $1.73K in Q4 2023.
317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.