Curio Wealth’s DoubleVerify DV Stock Holding History

Curio 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	–	Sell	-1	Closed	-$10	–	378
2026 Q1	$10	Buy	+1	New	+$10	﹤0.01%	1236

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

Curio Wealth's DV Position: Q2 2026 in Review

Curio Wealth sold out of DoubleVerify (DV) in Q2 2026, closing a stake of 1 share — an estimated $10 sold.

Curio Wealth first reported a position in DV in Q1 2026 and held it in 1 quarter. The position peaked at $10 in Q1 2026. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

Curio Wealth reported no remaining DoubleVerify position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 DoubleVerify share in Q2 2026, an estimated $10.
Curio Wealth first reported a position in DoubleVerify in Q1 2026 and held it in 1 quarter.
Curio Wealth's DoubleVerify position peaked at $10 in Q1 2026.
317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.