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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return