WIA
DNB

World Investment Advisors’s Dun & Bradstreet DNB Stock Holding History

World Investment Advisors’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,209
Closed -$156K – 1248
2025
Q2 		$156K Buy
17,209
+1,200
+7% +$10.7K ﹤0.01% 1102
2025
Q1 		$143K Buy
16,009
+1,118
+8% +$11.4K ﹤0.01% 1029
2024
Q4 		$186K Buy
+14,891
New +$178K 0.01% 973

Other funds holding DNB

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

World Investment Advisors's DNB Position: Q3 2025 in Review

World Investment Advisors sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 17,209 shares — an estimated $156K sold.

World Investment Advisors first reported a position in DNB in Q4 2024 and held it in 3 quarters. The position peaked at $186K in Q4 2024. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

  • World Investment Advisors reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
  • World Investment Advisors sold 17,209 Dun & Bradstreet shares in Q3 2025, an estimated $156K.
  • World Investment Advisors first reported a position in Dun & Bradstreet in Q4 2024 and held it in 3 quarters.
  • World Investment Advisors's Dun & Bradstreet position peaked at $186K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

Based on World Investment Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.