JSW
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Journey Strategic Wealth’s DoubleVerify DV Stock Holding History

Journey Strategic 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
Q1 		$109K Buy
+11,521
New +$118K ﹤0.01% 804

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Journey Strategic Wealth's DV Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in DoubleVerify (DV) in Q1 2026: 11,521 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings.

329 funds tracked by Wall St. Rank hold DV as of Q1 2026.

  • Journey Strategic Wealth held 11,521 shares of DoubleVerify worth $109K as of Q1 2026.
  • DoubleVerify was a new Journey Strategic Wealth position in Q1 2026.
  • DoubleVerify made up ﹤0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #804 holding.
  • 329 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.