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Allied Private Wealth’s Advantage Solutions ADV Stock Holding History

Allied Private Wealth’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.42K Buy
+36
New +$1.27K ﹤0.01% 770

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $41.1M AUM 4.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allied Private Wealth's ADV Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Advantage Solutions (ADV) in Q2 2026: 36 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings.

87 funds tracked by Wall St. Rank hold ADV as of Q2 2026.

  • Allied Private Wealth held 36 shares of Advantage Solutions worth $1.42K as of Q2 2026.
  • Advantage Solutions was a new Allied Private Wealth position in Q2 2026.
  • Advantage Solutions made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #770 holding.
  • 87 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.