Activest Wealth Management
DV icon

Activest Wealth Management’s DoubleVerify DV Stock Holding History

Activest 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 		$202 Sell
15
-2
-12% -$25 ﹤0.01% 972
2026
Q2 		$184 Buy
+17
New +$175 ﹤0.01% 1178
2025
Q2 		– Sell
-54
Closed -$740 – 1088
2025
Q1 		$722 Buy
+54
New +$1K ﹤0.01% 813

Other funds holding DV

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Activest Wealth Management reduced its DoubleVerify (DV) stake by 12% in Q3 2026, selling an estimated $25 and leaving 15 shares worth $202. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Activest Wealth Management first reported a position in DV in Q1 2025 and has held it in 3 quarters since. The position peaked at $722 in Q1 2025. 137 funds tracked by Wall St. Rank hold DV as of Q3 2026.

  • Activest Wealth Management held 15 shares of DoubleVerify worth $202 as of Q3 2026.
  • Activest Wealth Management sold 2 DoubleVerify shares in Q3 2026, an estimated $25.
  • DoubleVerify made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #972 holding.
  • Activest Wealth Management first reported a position in DoubleVerify in Q1 2025 and has held it in 3 quarters since.
  • Activest Wealth Management's DoubleVerify position peaked at $722 in Q1 2025.
  • 137 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.