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Coldstream Capital Management’s DoubleVerify DV Stock Holding History

Coldstream Capital 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
Q2 		– Sell
-665
Closed -$8.89K – 1731
2025
Q1 		$8.89K Buy
+665
New +$12.3K ﹤0.01% 2432

Other funds holding DV

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Coldstream Capital Management's DV Position: Q2 2025 in Review

Coldstream Capital Management sold out of DoubleVerify (DV) in Q2 2025, closing a stake of 665 shares — an estimated $8.89K sold.

Coldstream Capital Management first reported a position in DV in Q1 2025 and held it in 1 quarter. The position peaked at $8.89K in Q1 2025. 316 funds tracked by Wall St. Rank hold DV as of Q2 2025.

  • Coldstream Capital Management reported no remaining DoubleVerify position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 665 DoubleVerify shares in Q2 2025, an estimated $8.89K.
  • Coldstream Capital Management first reported a position in DoubleVerify in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's DoubleVerify position peaked at $8.89K in Q1 2025.
  • 316 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.