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Avantax Advisory Services’s Levi Strauss LEVI Stock Holding History

Avantax Advisory Services’s Portfolio LEVI Stock Details LEVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$403K Hold
21,793
– – ﹤0.01% 1718
2025
Q1 		$340K Buy
21,793
+4,824
+28% +$84K ﹤0.01% 1750
2024
Q4 		$294K Buy
16,969
+5,842
+53% +$103K ﹤0.01% 1792
2024
Q3 		$243K Sell
11,127
-449
-4% -$8.5K ﹤0.01% 1899
2024
Q2 		$223K Sell
11,576
-2,613
-18% -$57.3K ﹤0.01% 1893
2024
Q1 		$284K Sell
14,189
-250
-2% -$4.34K ﹤0.01% 1329
2023
Q4 		$239K Buy
14,439
+100
+0.7% +$1.48K ﹤0.01% 1365
2023
Q3 		$195K Buy
+14,339
New +$200K ﹤0.01% 1436

Other funds holding LEVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KAH
Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Avantax Advisory Services held its Levi Strauss (LEVI) position steady in Q2 2025 at 21,793 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Avantax Advisory Services first reported a position in LEVI in Q3 2023 and has held it in 8 quarters since. 256 funds tracked by Wall St. Rank hold LEVI as of Q2 2025.

  • Avantax Advisory Services held 21,793 shares of Levi Strauss worth $403K as of Q2 2025.
  • Avantax Advisory Services left its Levi Strauss share count unchanged in Q2 2025.
  • Levi Strauss made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1718 holding.
  • Avantax Advisory Services first reported a position in Levi Strauss in Q3 2023 and has held it in 8 quarters since.
  • 256 funds tracked by Wall St. Rank held Levi Strauss as of Q2 2025.

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