MWM
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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Moran Wealth Management's DAVE Position: Q2 2026 in Review

Moran Wealth Management increased its Dave Inc (DAVE) stake by 42% in Q2 2026, buying an estimated $529K and bringing the position to 6,892 shares worth $2.57M. The position accounts for 0.07% of the portfolio, ranked #291.

Moran Wealth Management first reported a position in DAVE in Q3 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Moran Wealth Management held 6,892 shares of Dave Inc worth $2.57M as of Q2 2026.
  • Moran Wealth Management bought 2,033 Dave Inc shares in Q2 2026, an estimated $529K.
  • Dave Inc made up 0.07% of Moran Wealth Management's portfolio in Q2 2026, its #291 holding.
  • Moran Wealth Management first reported a position in Dave Inc in Q3 2025 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.