Integrated Wealth Concepts
DV icon

Integrated Wealth Concepts’s DoubleVerify DV Stock Holding History

Integrated Wealth Concepts’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
-27,432
Closed -$261K – 2444
2026
Q1 		$261K Buy
27,432
+14,613
+114% +$149K ﹤0.01% 1943
2025
Q4 		$147K Buy
12,819
+1,311
+11% +$14.5K ﹤0.01% 1547
2025
Q3 		$138K Buy
+11,508
New +$171K ﹤0.01% 1896

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

Integrated Wealth Concepts's DV Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of DoubleVerify (DV) in Q2 2026, closing a stake of 27,432 shares — an estimated $261K sold.

Integrated Wealth Concepts first reported a position in DV in Q3 2025 and held it in 3 quarters. The position peaked at $261K in Q1 2026. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining DoubleVerify position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 27,432 DoubleVerify shares in Q2 2026, an estimated $261K.
  • Integrated Wealth Concepts first reported a position in DoubleVerify in Q3 2025 and held it in 3 quarters.
  • Integrated Wealth Concepts's DoubleVerify position peaked at $261K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

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