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Summit Trail Advisors’s DoubleVerify DV Stock Holding History

Summit Trail Advisors’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 		$623K Buy
57,466
+1,625
+3% +$16.7K 0.01% 1154
2026
Q1 		$530K Buy
55,841
+19,395
+53% +$198K 0.01% 1148
2025
Q4 		$417K Buy
36,446
+14,879
+69% +$164K 0.01% 1131
2025
Q3 		$258K Buy
+21,567
New +$320K ﹤0.01% 1237

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 $3.37T AUM 44.26% 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

Summit Trail Advisors's DV Position: Q2 2026 in Review

Summit Trail Advisors increased its DoubleVerify (DV) stake by 2.9% in Q2 2026, buying an estimated $16.7K and bringing the position to 57,466 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #1154.

Summit Trail Advisors first reported a position in DV in Q3 2025 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • Summit Trail Advisors held 57,466 shares of DoubleVerify worth $623K as of Q2 2026.
  • Summit Trail Advisors bought 1,625 DoubleVerify shares in Q2 2026, an estimated $16.7K.
  • DoubleVerify made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1154 holding.
  • Summit Trail Advisors first reported a position in DoubleVerify in Q3 2025 and has held it in 4 quarters since.
  • 318 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.