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Atria Wealth Solutions’s Diageo DEO Stock Holding History

Atria Wealth Solutions’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$473K Sell
4,685
-8,606
-65% -$934K 0.01% 941
2025
Q1 		$1.41M Sell
13,291
-7,200
-35% -$814K 0.02% 757
2024
Q4 		$2.6M Buy
20,491
+7,397
+56% +$941K 0.03% 549
2024
Q3 		$1.86M Sell
13,094
-29
-0.2% -$3.77K 0.02% 669
2024
Q2 		$1.65M Buy
13,123
+986
+8% +$136K 0.02% 694
2024
Q1 		$1.82M Buy
12,137
+2,467
+26% +$361K 0.02% 675
2023
Q4 		$1.41M Buy
9,670
+155
+2% +$22.9K 0.02% 736
2023
Q3 		$1.43M Buy
9,515
+2,060
+28% +$345K 0.02% 678
2023
Q2 		$1.29M Buy
7,455
+320
+4% +$57.1K 0.02% 735
2023
Q1 		$1.3M Buy
7,135
+2,610
+58% +$461K 0.02% 702
2022
Q4 		$806K Sell
4,525
-217
-5% -$38.1K 0.01% 858
2022
Q3 		$807K Sell
4,742
-1,030
-18% -$185K 0.01% 799
2022
Q2 		$1.01M Buy
5,772
+998
+21% +$190K 0.02% 692
2022
Q1 		$977K Buy
+4,774
New +$957K 0.02% 746

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's DEO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Diageo (DEO) stake by 65% in Q2 2025, selling an estimated $934K and leaving 4,685 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #941.

Atria Wealth Solutions first reported a position in DEO in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.6M in Q4 2024. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

  • Atria Wealth Solutions held 4,685 shares of Diageo worth $473K as of Q2 2025.
  • Atria Wealth Solutions sold 8,606 Diageo shares in Q2 2025, an estimated $934K.
  • Diageo made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #941 holding.
  • Atria Wealth Solutions first reported a position in Diageo in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Diageo position peaked at $2.6M in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.