Obermeyer Wealth Partners
DVY icon

Obermeyer Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Obermeyer Wealth Partners’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$406K Sell
2,671
-506
-16% -$81.5K 0.02% 201
2026
Q2 		$497K Hold
3,177
– – 0.02% 174
2026
Q1 		$481K Hold
3,177
– – 0.02% 175
2025
Q4 		$448K Buy
3,177
+378
+14% +$53.4K 0.02% 184
2025
Q3 		$398K Hold
2,799
– – 0.02% 198
2025
Q2 		$372K Sell
2,799
-20
-0.7% -$2.59K 0.02% 192
2025
Q1 		$379K Sell
2,819
-15
-0.5% -$2.01K 0.02% 179
2024
Q4 		$372K Buy
2,834
+15
+0.5% +$2.04K 0.02% 183
2024
Q3 		$381K Hold
2,819
– – 0.02% 180
2024
Q2 		$341K Sell
2,819
-45
-2% -$5.46K 0.02% 181
2024
Q1 		$353K Hold
2,864
– – 0.02% 176
2023
Q4 		$336K Buy
2,864
+69
+2% +$7.59K 0.02% 157
2023
Q3 		$301K Buy
+2,795
New +$318K 0.02% 160

Other funds holding DVY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Obermeyer Wealth Partners's DVY Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its iShares Select Dividend ETF (DVY) stake by 16% in Q3 2026, selling an estimated $81.5K and leaving 2,671 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #201.

Obermeyer Wealth Partners first reported a position in DVY in Q3 2023 and has held it in 13 quarters since. The position peaked at $497K in Q2 2026. 970 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Obermeyer Wealth Partners held 2,671 shares of iShares Select Dividend ETF worth $406K as of Q3 2026.
  • Obermeyer Wealth Partners sold 506 iShares Select Dividend ETF shares in Q3 2026, an estimated $81.5K.
  • iShares Select Dividend ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #201 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Select Dividend ETF in Q3 2023 and has held it in 13 quarters since.
  • Obermeyer Wealth Partners's iShares Select Dividend ETF position peaked at $497K in Q2 2026.
  • 970 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.