Cornerstone Planning Group’s DoubleVerify DV Stock Holding History

Cornerstone Planning Group’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 Q4	–	Sell	-157	Closed	-$388	–	1754
2025 Q3	$388	Buy	+157	New	+$2.33K	﹤0.01%	1536
2025 Q2	–	Sell	-6	Closed	-$76	–	1574
2025 Q1	$76	Buy	+6	New	+$111	﹤0.01%	1513

Other funds holding DV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Cornerstone Planning Group's DV Position: Q4 2025 in Review

Cornerstone Planning Group sold out of DoubleVerify (DV) in Q4 2025, closing a stake of 157 shares — an estimated $388 sold.

Cornerstone Planning Group first reported a position in DV in Q1 2025 and held it in 2 quarters. The position peaked at $388 in Q3 2025. 294 funds tracked by Wall St. Rank hold DV as of Q4 2025.

Cornerstone Planning Group reported no remaining DoubleVerify position as of Q4 2025 after selling out during the quarter.
Cornerstone Planning Group sold 157 DoubleVerify shares in Q4 2025, an estimated $388.
Cornerstone Planning Group first reported a position in DoubleVerify in Q1 2025 and held it in 2 quarters.
Cornerstone Planning Group's DoubleVerify position peaked at $388 in Q3 2025.
294 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.