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SHP Wealth Management’s DoubleVerify DV Stock Holding History

SHP Wealth Management’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 		$1.45K Buy
134
+55
+70% +$566 ﹤0.01% 1482
2026
Q1 		$750 Buy
+79
New +$807 ﹤0.01% 1535

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

SHP Wealth Management's DV Position: Q2 2026 in Review

SHP Wealth Management increased its DoubleVerify (DV) stake by 70% in Q2 2026, buying an estimated $566 and bringing the position to 134 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

SHP Wealth Management first reported a position in DV in Q1 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • SHP Wealth Management held 134 shares of DoubleVerify worth $1.45K as of Q2 2026.
  • SHP Wealth Management bought 55 DoubleVerify shares in Q2 2026, an estimated $566.
  • DoubleVerify made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1482 holding.
  • SHP Wealth Management first reported a position in DoubleVerify in Q1 2026 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.