RIL
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Rothschild Investment LLC’s DoubleVerify DV Stock Holding History

Rothschild Investment LLC’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 		$38.6K Sell
3,565
-4,043
-53% -$41.6K ﹤0.01% 1313
2026
Q1 		$72.3K Buy
7,608
+4,460
+142% +$45.6K ﹤0.01% 1013
2025
Q4 		$36K Buy
3,148
+1,211
+63% +$13.4K ﹤0.01% 1126
2025
Q3 		$23.2K Buy
+1,937
New +$28.7K ﹤0.01% 1198
2025
Q1 		– Sell
-12
Closed -$231 – 3038
2024
Q4 		$231 Buy
+12
New +$226 ﹤0.01% 2760

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's DV Position: Q2 2026 in Review

Rothschild Investment LLC reduced its DoubleVerify (DV) stake by 53% in Q2 2026, selling an estimated $41.6K and leaving 3,565 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Rothschild Investment LLC first reported a position in DV in Q4 2024 and has held it in 5 quarters since. The position peaked at $72.3K in Q1 2026. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • Rothschild Investment LLC held 3,565 shares of DoubleVerify worth $38.6K as of Q2 2026.
  • Rothschild Investment LLC sold 4,043 DoubleVerify shares in Q2 2026, an estimated $41.6K.
  • DoubleVerify made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1313 holding.
  • Rothschild Investment LLC first reported a position in DoubleVerify in Q4 2024 and has held it in 5 quarters since.
  • Rothschild Investment LLC's DoubleVerify position peaked at $72.3K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.