Mount Yale Investment Advisors’s DoubleVerify DV Stock Holding History

Mount Yale Investment Advisors’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
2025 Q3	–	Sell	-2,821	Closed	-$42.2K	–	911
2025 Q2	$42.2K	Buy	+2,821	New	+$38.7K	﹤0.01%	861
2024 Q3	–	Sell	-27,189	Closed	-$529K	–	560
2024 Q2	$529K	Buy	27,189 +3,389	+14%	+$81.9K	0.04%	334
2024 Q1	$837K	Buy	+23,800	New	+$886K	0.06%	256

Other funds holding DV

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's DV Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of DoubleVerify (DV) in Q3 2025, closing a stake of 2,821 shares — an estimated $42.2K sold.

Mount Yale Investment Advisors first reported a position in DV in Q1 2024 and held it in 3 quarters. The position peaked at $837K in Q1 2024. 326 funds tracked by Wall St. Rank hold DV as of Q3 2025.

Mount Yale Investment Advisors reported no remaining DoubleVerify position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 2,821 DoubleVerify shares in Q3 2025, an estimated $42.2K.
Mount Yale Investment Advisors first reported a position in DoubleVerify in Q1 2024 and held it in 3 quarters.
Mount Yale Investment Advisors's DoubleVerify position peaked at $837K in Q1 2024.
326 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.