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True Wealth Design’s Viant Technology DSP Stock Holding History

True Wealth Design’s Portfolio DSP Stock Details DSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$228 Buy
18
+9
+100% +$101 ﹤0.01% 2417
2026
Q1 		$101 Sell
9
-3
-25% -$33 ﹤0.01% 2465
2025
Q4 		$145 Buy
12
+4
+50% +$40 ﹤0.01% 2280
2025
Q3 		$70 Sell
8
-38
-83% -$434 ﹤0.01% 2520
2025
Q2 		$609 Buy
+46
New +$630 ﹤0.01% 1659

Other funds holding DSP

PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCM
Potomac Capital Management New York $147M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $72.4M AUM 1.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

True Wealth Design's DSP Position: Q2 2026 in Review

True Wealth Design increased its Viant Technology (DSP) stake by 100% in Q2 2026, buying an estimated $101 and bringing the position to 18 shares worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

True Wealth Design first reported a position in DSP in Q2 2025 and has held it in 5 quarters since. The position peaked at $609 in Q2 2025. 121 funds tracked by Wall St. Rank hold DSP as of Q2 2026.

  • True Wealth Design held 18 shares of Viant Technology worth $228 as of Q2 2026.
  • True Wealth Design bought 9 Viant Technology shares in Q2 2026, an estimated $101.
  • Viant Technology made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2417 holding.
  • True Wealth Design first reported a position in Viant Technology in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's Viant Technology position peaked at $609 in Q2 2025.
  • 121 funds tracked by Wall St. Rank held Viant Technology as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.