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Plante Moran Financial Advisors’s Viant Technology DSP Stock Holding History

Plante Moran Financial Advisors’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
2026
Q1 		– Sell
-325
Closed -$3.91K – 765
2025
Q4 		$3.91K Buy
+325
New +$3.25K ﹤0.01% 660

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RA
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Vanguard Capital Management
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PCM
Potomac Capital Management New York $147M AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Plante Moran Financial Advisors's DSP Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Viant Technology (DSP) in Q1 2026, closing a stake of 325 shares — an estimated $3.91K sold.

Plante Moran Financial Advisors first reported a position in DSP in Q4 2025 and held it in 1 quarter. The position peaked at $3.91K in Q4 2025. 121 funds tracked by Wall St. Rank hold DSP as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining Viant Technology position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 325 Viant Technology shares in Q1 2026, an estimated $3.91K.
  • Plante Moran Financial Advisors first reported a position in Viant Technology in Q4 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Viant Technology position peaked at $3.91K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held Viant Technology as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.