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Clearstead Trust’s DoubleVerify DV Stock Holding History

Clearstead Trust’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 		$369 Sell
34
-38
-53% -$391 ﹤0.01% 958
2026
Q1 		$684 Sell
72
-119
-62% -$1.22K ﹤0.01% 957
2025
Q4 		$2.19K Buy
191
+38
+25% +$419 ﹤0.01% 889
2025
Q3 		$1.83K Buy
153
+28
+22% +$415 ﹤0.01% 1023
2025
Q2 		$1.87K Buy
125
+82
+191% +$1.12K ﹤0.01% 977
2025
Q1 		$575 Buy
+43
New +$796 ﹤0.01% 854

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 Trust's DV Position: Q2 2026 in Review

Clearstead Trust reduced its DoubleVerify (DV) stake by 53% in Q2 2026, selling an estimated $391 and leaving 34 shares worth $369. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Clearstead Trust first reported a position in DV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.19K in Q4 2025. 318 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • Clearstead Trust held 34 shares of DoubleVerify worth $369 as of Q2 2026.
  • Clearstead Trust sold 38 DoubleVerify shares in Q2 2026, an estimated $391.
  • DoubleVerify made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #958 holding.
  • Clearstead Trust first reported a position in DoubleVerify in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's DoubleVerify position peaked at $2.19K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

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