Moran Wealth Management
DAVE icon

Moran Wealth Management’s Dave Inc DAVE Stock Holding History

Moran Wealth Management’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.22M Buy
6,896
+4
+0.1% +$1.48K 0.06% 303
2026
Q2 		$2.57M Buy
6,892
+2,033
+42% +$529K 0.07% 291
2026
Q1 		$846K Buy
4,859
+358
+8% +$69.5K 0.03% 384
2025
Q4 		$997K Buy
4,501
+339
+8% +$72.9K 0.03% 358
2025
Q3 		$830K Buy
+4,162
New +$899K 0.03% 359

Other funds holding DAVE

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Moran Wealth Management's DAVE Position: Q3 2026 in Review

Moran Wealth Management increased its Dave Inc (DAVE) stake by 0.06% in Q3 2026, buying an estimated $1.48K and bringing the position to 6,896 shares worth $2.22M. The position accounts for 0.06% of the portfolio, ranked #303.

Moran Wealth Management first reported a position in DAVE in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.57M in Q2 2026. 43 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

  • Moran Wealth Management held 6,896 shares of Dave Inc worth $2.22M as of Q3 2026.
  • Moran Wealth Management bought 4 Dave Inc shares in Q3 2026, an estimated $1.48K.
  • Dave Inc made up 0.06% of Moran Wealth Management's portfolio in Q3 2026, its #303 holding.
  • Moran Wealth Management first reported a position in Dave Inc in Q3 2025 and has held it in 5 quarters since.
  • Moran Wealth Management's Dave Inc position peaked at $2.57M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.