Envestnet Asset Management
DV icon

Envestnet Asset Management’s DoubleVerify DV Stock Holding History

Envestnet Asset 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
2026
Q1 		$2.92M Buy
307,425
+32,454
+12% +$332K ﹤0.01% 2725
2025
Q4 		$3.15M Sell
274,971
-91,731
-25% -$1.01M ﹤0.01% 2508
2025
Q3 		$4.39M Buy
366,702
+48,983
+15% +$726K ﹤0.01% 2347
2025
Q2 		$4.76M Sell
317,719
-36,203
-10% -$496K ﹤0.01% 2227
2025
Q1 		$4.73M Sell
353,922
-321,353
-48% -$5.95M ﹤0.01% 2168
2024
Q4 		$13M Buy
675,275
+41,022
+6% +$773K ﹤0.01% 1473
2024
Q3 		$10.7M Sell
634,253
-320,268
-34% -$6.11M ﹤0.01% 1589
2024
Q2 		$18.6M Buy
954,521
+32,883
+4% +$794K 0.01% 1171
2024
Q1 		$32.4M Buy
921,638
+293,006
+47% +$10.9M 0.01% 852
2023
Q4 		$23.1M Buy
628,632
+435,860
+226% +$13.6M 0.01% 952
2023
Q3 		$5.39M Buy
192,772
+55,322
+40% +$1.89M ﹤0.01% 1738
2023
Q2 		$5.35M Sell
137,450
-19,712
-13% -$636K ﹤0.01% 1670
2023
Q1 		$4.21M Buy
157,162
+43,149
+38% +$1.13M ﹤0.01% 1736
2022
Q4 		$2.5M Buy
114,013
+3,974
+4% +$104K ﹤0.01% 2015
2022
Q3 		$3.01M Buy
110,039
+8,289
+8% +$214K ﹤0.01% 1830
2022
Q2 		$2.31M Buy
101,750
+47,131
+86% +$1.06M ﹤0.01% 2011
2022
Q1 		$1.38M Buy
54,619
+30,274
+124% +$788K ﹤0.01% 2425
2021
Q4 		$810K Buy
+24,345
New +$812K ﹤0.01% 2763
2021
Q3 		– Sell
-4,845
Closed -$205K – 3692
2021
Q2 		$205K Buy
+4,845
New +$173K ﹤0.01% 3477

Other funds holding DV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return