WMP
DVLT

Wealth Management Partners’s Datavault AI DVLT Stock Holding History

Wealth Management Partners’s Portfolio DVLT Stock Details DVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,488
Closed -$12.3K – 151
2025
Q3 		$12.3K Hold
11,488
– – ﹤0.01% 138
2025
Q2 		$7.62K Buy
+11,488
New +$8.91K ﹤0.01% 136

Other funds holding DVLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Management Partners's DVLT Position: Q4 2025 in Review

Wealth Management Partners sold out of Datavault AI (DVLT) in Q4 2025, closing a stake of 11,488 shares — an estimated $12.3K sold.

Wealth Management Partners first reported a position in DVLT in Q2 2025 and held it in 2 quarters. The position peaked at $12.3K in Q3 2025. 77 funds tracked by Wall St. Rank hold DVLT as of Q4 2025.

  • Wealth Management Partners reported no remaining Datavault AI position as of Q4 2025 after selling out during the quarter.
  • Wealth Management Partners sold 11,488 Datavault AI shares in Q4 2025, an estimated $12.3K.
  • Wealth Management Partners first reported a position in Datavault AI in Q2 2025 and held it in 2 quarters.
  • Wealth Management Partners's Datavault AI position peaked at $12.3K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Datavault AI as of Q4 2025.

Based on Wealth Management Partners's 13F filing for Q4 2025, filed 12 Jan 2026.