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Advisors Asset Management’s DoubleVerify DV Stock Holding History

Advisors Asset 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
2025
Q3 		– Sell
-418
Closed -$6.26K – 1476
2025
Q2 		$6.26K Sell
418
-647
-61% -$8.87K ﹤0.01% 1399
2025
Q1 		$14.2K Sell
1,065
-402
-27% -$7.44K ﹤0.01% 1382
2024
Q4 		$28.2K Sell
1,467
-598
-29% -$11.3K ﹤0.01% 1357
2024
Q3 		$34.8K Sell
2,065
-537
-21% -$10.2K ﹤0.01% 1336
2024
Q2 		$50.7K Buy
2,602
+200
+8% +$4.83K ﹤0.01% 1294
2024
Q1 		$84.5K Buy
2,402
+490
+26% +$18.2K ﹤0.01% 1237
2023
Q4 		$70.3K Buy
1,912
+345
+22% +$10.8K ﹤0.01% 1236
2023
Q3 		$43.8K Buy
1,567
+632
+68% +$21.6K ﹤0.01% 1294
2023
Q2 		$36.4K Buy
935
+534
+133% +$17.2K ﹤0.01% 1320
2023
Q1 		$12.1K Buy
401
+244
+155% +$6.39K ﹤0.01% 1408
2022
Q4 		$3.45K Buy
+157
New +$4.09K ﹤0.01% 1470

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisors Asset Management's DV Position: Q3 2025 in Review

Advisors Asset Management sold out of DoubleVerify (DV) in Q3 2025, closing a stake of 418 shares — an estimated $6.26K sold.

Advisors Asset Management first reported a position in DV in Q4 2022 and held it in 11 quarters. The position peaked at $84.5K in Q1 2024. 326 funds tracked by Wall St. Rank hold DV as of Q3 2025.

  • Advisors Asset Management reported no remaining DoubleVerify position as of Q3 2025 after selling out during the quarter.
  • Advisors Asset Management sold 418 DoubleVerify shares in Q3 2025, an estimated $6.26K.
  • Advisors Asset Management first reported a position in DoubleVerify in Q4 2022 and held it in 11 quarters.
  • Advisors Asset Management's DoubleVerify position peaked at $84.5K in Q1 2024.
  • 326 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2025.

Based on Advisors Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.