Spire Wealth Management’s DoubleVerify DV Stock Holding History

Spire 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	–	Sell	-433	Closed	-$4.95K	–	2300
2025 Q4	$4.95K	Buy	+433	New	+$4.78K	﹤0.01%	1916
2024 Q3	–	Sell	-98	Closed	-$1.91K	–	2195
2024 Q2	$1.91K	Sell	98 -192	-66%	-$4.64K	﹤0.01%	2016
2024 Q1	$10.2K	Buy	290 +200	+222%	+$7.44K	﹤0.01%	1708
2023 Q4	$3.58K	Buy	+90	New	+$2.81K	﹤0.01%	2034

Other funds holding DV

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

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

Spire Wealth Management sold out of DoubleVerify (DV) in Q1 2026, closing a stake of 433 shares — an estimated $4.95K sold.

Spire Wealth Management first reported a position in DV in Q4 2023 and held it in 4 quarters. The position peaked at $10.2K in Q1 2024. 329 funds tracked by Wall St. Rank hold DV as of Q1 2026.

Spire Wealth Management reported no remaining DoubleVerify position as of Q1 2026 after selling out during the quarter.
Spire Wealth Management sold 433 DoubleVerify shares in Q1 2026, an estimated $4.95K.
Spire Wealth Management first reported a position in DoubleVerify in Q4 2023 and held it in 4 quarters.
Spire Wealth Management's DoubleVerify position peaked at $10.2K in Q1 2024.
329 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.