Focus Partners Wealth
DV icon

Focus Partners Wealth’s DoubleVerify DV Stock Holding History

Focus Partners 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 		$248K Sell
22,892
-28,791
-56% -$296K ﹤0.01% 2376
2026
Q1 		$491K Buy
51,683
+28,713
+125% +$293K ﹤0.01% 1941
2025
Q4 		$263K Buy
22,970
+5,848
+34% +$64.5K ﹤0.01% 2301
2025
Q3 		$206K Buy
17,122
+3,838
+29% +$56.9K ﹤0.01% 2041
2025
Q2 		$199K Buy
+13,284
New +$182K ﹤0.01% 1882
2025
Q1 		– Sell
-10,202
Closed -$196K – 1942
2024
Q4 		$196K Buy
+10,202
New +$192K ﹤0.01% 1737

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
Disciplined Growth Investors
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

Focus Partners Wealth's DV Position: Q2 2026 in Review

Focus Partners Wealth reduced its DoubleVerify (DV) stake by 56% in Q2 2026, selling an estimated $296K and leaving 22,892 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

Focus Partners Wealth first reported a position in DV in Q4 2024 and has held it in 6 quarters since. The position peaked at $491K in Q1 2026. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • Focus Partners Wealth held 22,892 shares of DoubleVerify worth $248K as of Q2 2026.
  • Focus Partners Wealth sold 28,791 DoubleVerify shares in Q2 2026, an estimated $296K.
  • DoubleVerify made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2376 holding.
  • Focus Partners Wealth first reported a position in DoubleVerify in Q4 2024 and has held it in 6 quarters since.
  • Focus Partners Wealth's DoubleVerify position peaked at $491K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

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