SWM
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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
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 $565M AUM 37.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

SHP Wealth Management's DV Position: Q1 2026 in Review

SHP Wealth Management opened a new position in DoubleVerify (DV) in Q1 2026: 79 shares worth $750. The stake represents ﹤0.01% of the portfolio and ranks #1535 among its holdings.

328 funds tracked by Wall St. Rank hold DV as of Q1 2026.

  • SHP Wealth Management held 79 shares of DoubleVerify worth $750 as of Q1 2026.
  • DoubleVerify was a new SHP Wealth Management position in Q1 2026.
  • DoubleVerify made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1535 holding.
  • 328 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.