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Steward Partners Investment Advisory’s DoubleVerify DV Stock Holding History

Steward Partners Investment Advisory’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
2025
Q2 		– Sell
-31
Closed -$414 – 4156
2025
Q1 		$414 Hold
31
– – ﹤0.01% 3873
2024
Q4 		$596 Buy
+31
New +$584 ﹤0.01% 3829
2024
Q2 		– Sell
-464
Closed -$16.3K – 3639
2024
Q1 		$16.3K Buy
+464
New +$17.3K ﹤0.01% 2600

Other funds holding DV

PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Steward Partners Investment Advisory's DV Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of DoubleVerify (DV) in Q2 2025, closing a stake of 31 shares — an estimated $414 sold.

Steward Partners Investment Advisory first reported a position in DV in Q1 2024 and held it in 3 quarters. The position peaked at $16.3K in Q1 2024. 316 funds tracked by Wall St. Rank hold DV as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining DoubleVerify position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 31 DoubleVerify shares in Q2 2025, an estimated $414.
  • Steward Partners Investment Advisory first reported a position in DoubleVerify in Q1 2024 and held it in 3 quarters.
  • Steward Partners Investment Advisory's DoubleVerify position peaked at $16.3K in Q1 2024.
  • 316 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.