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Clearstead Advisors’s DoubleVerify DV Stock Holding History

Clearstead Advisors’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 		$825 Buy
+76
New +$782 ﹤0.01% 2759
2026
Q1 		– Sell
-3,724
Closed -$42.6K – 2416
2025
Q4 		$42.6K Buy
3,724
+1,669
+81% +$18.4K ﹤0.01% 1469
2025
Q3 		$24.6K Buy
2,055
+1,392
+210% +$20.6K ﹤0.01% 1546
2025
Q2 		$9.93K Sell
663
-371
-36% -$5.08K ﹤0.01% 1895
2025
Q1 		$13.8K Buy
+1,034
New +$19.1K ﹤0.01% 1523
2024
Q3 		– Sell
-140
Closed -$2.73K – 2058
2024
Q2 		$2.73K Hold
140
– – ﹤0.01% 1782
2024
Q1 		$2.7K Sell
140
-48
-26% -$1.79K ﹤0.01% 1276
2023
Q4 		$6.92K Buy
188
+102
+119% +$3.18K ﹤0.01% 1119
2023
Q3 		$2.4K Hold
86
– – ﹤0.01% 1209
2023
Q2 		$3.35K Buy
86
+47
+121% +$1.52K ﹤0.01% 1086
2023
Q1 		$1.18K Hold
39
– – ﹤0.01% 1211
2022
Q4 		$856 Buy
+39
New +$1.02K ﹤0.01% 1185

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

Clearstead Advisors's DV Position: Q2 2026 in Review

Clearstead Advisors opened a new position in DoubleVerify (DV) in Q2 2026: 76 shares worth $825. The stake represents ﹤0.01% of the portfolio and ranks #2759 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in DV as recently as Q4 2025.

Clearstead Advisors first reported a position in DV in Q4 2022 and has held it in 12 quarters since. The position peaked at $42.6K in Q4 2025. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • Clearstead Advisors held 76 shares of DoubleVerify worth $825 as of Q2 2026.
  • DoubleVerify was a new Clearstead Advisors position in Q2 2026.
  • DoubleVerify made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2759 holding.
  • Clearstead Advisors first reported a position in DoubleVerify in Q4 2022 and has held it in 12 quarters since.
  • Clearstead Advisors's DoubleVerify position peaked at $42.6K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.