Private Wealth Management Group’s Viant Technology DSP Stock Holding History

Private Wealth Management Group’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 Q2	$8.19K	Hold	647	–	–	﹤0.01%	638
2026 Q1	$7.25K	Hold	647	–	–	﹤0.01%	635
2025 Q4	$7.79K	Hold	647	–	–	﹤0.01%	599
2025 Q3	$5.58K	Hold	647	–	–	﹤0.01%	750
2025 Q2	$8.56K	Hold	647	–	–	﹤0.01%	545
2025 Q1	$8.03K	Sell	647 -71	-10%	-$1.3K	﹤0.01%	546
2024 Q4	$13.6K	Sell	718 -151	-17%	-$2.36K	0.01%	394
2024 Q3	$9.62K	Hold	869	–	–	﹤0.01%	470
2024 Q2	$8.58K	Hold	869	–	–	﹤0.01%	491
2024 Q1	$9.26K	Buy	869 +42	+5%	+$366	﹤0.01%	426
2023 Q4	$5.7K	Buy	+827	New	+$4.97K	﹤0.01%	583

Other funds holding DSP

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PCM

Potomac Capital Management New York $147M AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

NIP

Norwood Investment Partners Mill Valley, California $72.4M AUM 1.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Wealth Management Group's DSP Position: Q2 2026 in Review

Private Wealth Management Group held its Viant Technology (DSP) position steady in Q2 2026 at 647 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Private Wealth Management Group first reported a position in DSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6K in Q4 2024. 121 funds tracked by Wall St. Rank hold DSP as of Q2 2026.

Private Wealth Management Group held 647 shares of Viant Technology worth $8.19K as of Q2 2026.
Private Wealth Management Group left its Viant Technology share count unchanged in Q2 2026.
Viant Technology made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #638 holding.
Private Wealth Management Group first reported a position in Viant Technology in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Viant Technology position peaked at $13.6K in Q4 2024.
121 funds tracked by Wall St. Rank held Viant Technology as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.