Avantax Advisory Services’s AB InBev BUD Stock Holding History

Avantax Advisory Services’s Portfolio BUD Stock Details BUD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$866K	Sell	12,600 -11,326	-47%	-$761K	﹤0.01%	1251
2025 Q1	$1.47M	Buy	23,926 +2,532	+12%	+$139K	0.01%	901
2024 Q4	$1.07M	Sell	21,394 -8,007	-27%	-$463K	0.01%	1011
2024 Q3	$1.95M	Sell	29,401 -8,409	-22%	-$519K	0.01%	712
2024 Q2	$2.2M	Buy	37,810 +30,074	+389%	+$1.84M	0.02%	628
2024 Q1	$470K	Buy	7,736 +729	+10%	+$45.6K	﹤0.01%	1069
2023 Q4	$453K	Sell	7,007 -838	-11%	-$49.5K	﹤0.01%	1043
2023 Q3	$434K	Buy	7,845 +296	+4%	+$16.8K	﹤0.01%	1004
2023 Q2	$428K	Sell	7,549 -59	-0.8%	-$3.57K	﹤0.01%	1011
2023 Q1	$508K	Sell	7,608 -375	-5%	-$22.7K	0.01%	910
2022 Q4	$479K	Sell	7,983 -412	-5%	-$22.1K	0.01%	886
2022 Q3	$379K	Buy	8,395 +1,082	+15%	+$56K	0.01%	901
2022 Q2	$395K	Buy	7,313 +455	+7%	+$25.6K	0.01%	882
2022 Q1	$412K	Buy	6,858 +686	+11%	+$42.3K	0.01%	861
2021 Q4	$374K	Buy	6,172 +687	+13%	+$40K	0.01%	875
2021 Q3	$312K	Buy	5,485 +840	+18%	+$52.7K	0.01%	909
2021 Q2	$335K	Buy	4,645 +562	+14%	+$41K	0.01%	857
2021 Q1	$256K	Sell	4,083 -629	-13%	-$40.6K	0.01%	877
2020 Q4	$330K	Sell	4,712 -7,558	-62%	-$478K	0.01%	688
2020 Q3	$660K	Buy	12,270 +7,746	+171%	+$429K	0.01%	701
2020 Q2	$223K	Buy	+4,524	New	+$211K	0.01%	745

Other funds holding BUD

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Avantax Advisory Services's BUD Position: Q2 2025 in Review

Avantax Advisory Services reduced its AB InBev (BUD) stake by 47% in Q2 2025, selling an estimated $761K and leaving 12,600 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Avantax Advisory Services first reported a position in BUD in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.2M in Q2 2024. 513 funds tracked by Wall St. Rank hold BUD as of Q2 2025.

Avantax Advisory Services held 12,600 shares of AB InBev worth $866K as of Q2 2025.
Avantax Advisory Services sold 11,326 AB InBev shares in Q2 2025, an estimated $761K.
AB InBev made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1251 holding.
Avantax Advisory Services first reported a position in AB InBev in Q2 2020 and has held it in 21 quarters since.
Avantax Advisory Services's AB InBev position peaked at $2.2M in Q2 2024.
513 funds tracked by Wall St. Rank held AB InBev as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.