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Evolve Private Wealth’s DoubleVerify DV Stock Holding History

Evolve 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 		– Sell
-14,427
Closed -$137K – 1062
2026
Q1 		$137K Buy
14,427
+2,580
+22% +$26.4K 0.01% 966
2025
Q4 		$136K Buy
+11,847
New +$131K 0.01% 900

Other funds holding DV

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
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

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

Evolve Private Wealth sold out of DoubleVerify (DV) in Q2 2026, closing a stake of 14,427 shares — an estimated $137K sold.

Evolve Private Wealth first reported a position in DV in Q4 2025 and held it in 2 quarters. The position peaked at $137K in Q1 2026. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • Evolve Private Wealth reported no remaining DoubleVerify position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 14,427 DoubleVerify shares in Q2 2026, an estimated $137K.
  • Evolve Private Wealth first reported a position in DoubleVerify in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's DoubleVerify position peaked at $137K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

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