MWM
DVLT

Mission Wealth Management’s Datavault AI DVLT Stock Holding History

Mission Wealth Management’s Portfolio DVLT Stock Details DVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-21,663
Closed -$13.4K – 1089
2026
Q1 		$13.4K Buy
+21,663
New +$16.4K ﹤0.01% 727

Other funds holding DVLT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mission Wealth Management's DVLT Position: Q2 2026 in Review

Mission Wealth Management sold out of Datavault AI (DVLT) in Q2 2026, closing a stake of 21,663 shares — an estimated $13.4K sold.

Mission Wealth Management first reported a position in DVLT in Q1 2026 and held it in 1 quarter. The position peaked at $13.4K in Q1 2026. 8 funds tracked by Wall St. Rank hold DVLT as of Q2 2026.

  • Mission Wealth Management reported no remaining Datavault AI position as of Q2 2026 after selling out during the quarter.
  • Mission Wealth Management sold 21,663 Datavault AI shares in Q2 2026, an estimated $13.4K.
  • Mission Wealth Management first reported a position in Datavault AI in Q1 2026 and held it in 1 quarter.
  • Mission Wealth Management's Datavault AI position peaked at $13.4K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Datavault AI as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.