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Avantax Advisory Services’s Campbell Soup CPB Stock Holding History

Avantax Advisory Services’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$246K Buy
8,018
+210
+3% +$7.39K ﹤0.01% 2065
2025
Q1 		$312K Buy
7,808
+54
+0.7% +$2.12K ﹤0.01% 1804
2024
Q4 		$325K Sell
7,754
-38
-0.5% -$1.72K ﹤0.01% 1729
2024
Q3 		$381K Sell
7,792
-1,877
-19% -$91.3K ﹤0.01% 1593
2024
Q2 		$437K Buy
9,669
+421
+5% +$18.8K ﹤0.01% 1451
2024
Q1 		$411K Sell
9,248
-6,854
-43% -$297K ﹤0.01% 1141
2023
Q4 		$696K Sell
16,102
-6,188
-28% -$254K 0.01% 855
2023
Q3 		$916K Buy
22,290
+1,220
+6% +$53.4K 0.01% 723
2023
Q2 		$963K Buy
21,070
+1,702
+9% +$87.8K 0.01% 695
2023
Q1 		$1.06M Sell
19,368
-128
-0.7% -$6.79K 0.01% 651
2022
Q4 		$1.11M Buy
19,496
+665
+4% +$34.9K 0.01% 609
2022
Q3 		$887K Buy
18,831
+517
+3% +$25.4K 0.01% 594
2022
Q2 		$880K Buy
18,314
+796
+5% +$37.5K 0.01% 589
2022
Q1 		$779K Buy
17,518
+4,139
+31% +$183K 0.01% 625
2021
Q4 		$581K Buy
13,379
+7,294
+120% +$303K 0.01% 709
2021
Q3 		$255K Buy
+6,085
New +$264K ﹤0.01% 997
2020
Q4 		– Sell
-7,108
Closed -$345K – 1011
2020
Q3 		$345K Buy
+7,108
New +$351K 0.01% 957

Other funds holding CPB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avantax Advisory Services increased its Campbell Soup (CPB) stake by 2.7% in Q2 2025, buying an estimated $7.39K and bringing the position to 8,018 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

Avantax Advisory Services first reported a position in CPB in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.11M in Q4 2022. 640 funds tracked by Wall St. Rank hold CPB as of Q2 2025.

  • Avantax Advisory Services held 8,018 shares of Campbell Soup worth $246K as of Q2 2025.
  • Avantax Advisory Services bought 210 Campbell Soup shares in Q2 2025, an estimated $7.39K.
  • Campbell Soup made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2065 holding.
  • Avantax Advisory Services first reported a position in Campbell Soup in Q3 2020 and has held it in 17 quarters since.
  • Avantax Advisory Services's Campbell Soup position peaked at $1.11M in Q4 2022.
  • 640 funds tracked by Wall St. Rank held Campbell Soup as of Q2 2025.

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