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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
Shares
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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