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Physician Wealth Advisors’s DoubleVerify DV Stock Holding History

Physician Wealth 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
2026
Q2 		$1.5K Buy
+138
New +$1.42K ﹤0.01% 1632
2026
Q1 		– Sell
-49
Closed -$561 – 2112
2025
Q4 		$561 Buy
49
+10
+26% +$110 ﹤0.01% 1825
2025
Q3 		$468 Buy
+39
New +$578 ﹤0.01% 1837

Other funds holding DV

BlackRock
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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Physician Wealth Advisors's DV Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in DoubleVerify (DV) in Q2 2026: 138 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #1632 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in DV as recently as Q4 2025.

Physician Wealth Advisors first reported a position in DV in Q3 2025 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • Physician Wealth Advisors held 138 shares of DoubleVerify worth $1.5K as of Q2 2026.
  • DoubleVerify was a new Physician Wealth Advisors position in Q2 2026.
  • DoubleVerify made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1632 holding.
  • Physician Wealth Advisors first reported a position in DoubleVerify in Q3 2025 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.