MWM
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Moran Wealth Management’s Viant Technology DSP Stock Holding History

Moran Wealth Management’s Portfolio DSP Stock Details DSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-41,205
Closed -$356K – 504
2025
Q3 		$356K Buy
41,205
+6,849
+20% +$78.1K 0.01% 442
2025
Q2 		$455K Buy
34,356
+4,817
+16% +$66K 0.01% 424
2025
Q1 		$367K Buy
+29,539
New +$541K 0.01% 395

Other funds holding DSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Moran Wealth Management's DSP Position: Q4 2025 in Review

Moran Wealth Management sold out of Viant Technology (DSP) in Q4 2025, closing a stake of 41,205 shares — an estimated $356K sold.

Moran Wealth Management first reported a position in DSP in Q1 2025 and held it in 3 quarters. The position peaked at $455K in Q2 2025. 112 funds tracked by Wall St. Rank hold DSP as of Q4 2025.

  • Moran Wealth Management reported no remaining Viant Technology position as of Q4 2025 after selling out during the quarter.
  • Moran Wealth Management sold 41,205 Viant Technology shares in Q4 2025, an estimated $356K.
  • Moran Wealth Management first reported a position in Viant Technology in Q1 2025 and held it in 3 quarters.
  • Moran Wealth Management's Viant Technology position peaked at $455K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Viant Technology as of Q4 2025.

Based on Moran Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.