Corient Private Wealth’s DoubleVerify DV Stock Holding History

Corient Private Wealth’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	$510K	Buy	47,080 +23,839	+103%	+$245K	﹤0.01%	2206
2026 Q1	$221K	Buy	+23,241	New	+$238K	﹤0.01%	2499
2025 Q4	–	Sell	-21,730	Closed	-$260K	–	2683
2025 Q3	$260K	Buy	21,730 +9,453	+77%	+$140K	﹤0.01%	2205
2025 Q2	$184K	Buy	+12,277	New	+$168K	﹤0.01%	2254
2024 Q1	–	Sell	-9,744	Closed	-$358K	–	2297
2023 Q4	$358K	Buy	9,744 +555	+6%	+$17.3K	﹤0.01%	1775
2023 Q3	$257K	Sell	9,189 -213	-2%	-$7.28K	﹤0.01%	1816
2023 Q2	$366K	Buy	+9,402	New	+$303K	﹤0.01%	1610

Other funds holding DV

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 Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Corient Private Wealth's DV Position: Q2 2026 in Review

Corient Private Wealth increased its DoubleVerify (DV) stake by 103% in Q2 2026, buying an estimated $245K and bringing the position to 47,080 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

Corient Private Wealth first reported a position in DV in Q2 2023 and has held it in 7 quarters since. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

Corient Private Wealth held 47,080 shares of DoubleVerify worth $510K as of Q2 2026.
Corient Private Wealth bought 23,839 DoubleVerify shares in Q2 2026, an estimated $245K.
DoubleVerify made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2206 holding.
Corient Private Wealth first reported a position in DoubleVerify in Q2 2023 and has held it in 7 quarters since.
317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.