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Wealth Preservation Advisors’s DoubleVerify DV Stock Holding History

Wealth Preservation 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 		– Sell
-2,218
Closed -$21.1K – 325
2026
Q1 		$21.1K Buy
+2,218
New +$22.7K 0.02% 305

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

Wealth Preservation Advisors's DV Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of DoubleVerify (DV) in Q2 2026, closing a stake of 2,218 shares — an estimated $21.1K sold.

Wealth Preservation Advisors first reported a position in DV in Q1 2026 and held it in 1 quarter. The position peaked at $21.1K in Q1 2026. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining DoubleVerify position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 2,218 DoubleVerify shares in Q2 2026, an estimated $21.1K.
  • Wealth Preservation Advisors first reported a position in DoubleVerify in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's DoubleVerify position peaked at $21.1K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.