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Aventura Private Wealth’s Diageo DEO Stock Holding History

Aventura Private Wealth’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
Q3 		– Sell
-6
Closed -$605 – 823
2025
Q2 		$605 Buy
6
+5
+500% +$542 ﹤0.01% 717
2025
Q1 		$105 Hold
1
– – ﹤0.01% 768
2024
Q4 		$127 Buy
+1
New +$127 ﹤0.01% 738

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Aventura Private Wealth's DEO Position: Q3 2025 in Review

Aventura Private Wealth sold out of Diageo (DEO) in Q3 2025, closing a stake of 6 shares — an estimated $605 sold.

Aventura Private Wealth first reported a position in DEO in Q4 2024 and held it in 3 quarters. The position peaked at $605 in Q2 2025. 823 funds tracked by Wall St. Rank hold DEO as of Q3 2025.

  • Aventura Private Wealth reported no remaining Diageo position as of Q3 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 6 Diageo shares in Q3 2025, an estimated $605.
  • Aventura Private Wealth first reported a position in Diageo in Q4 2024 and held it in 3 quarters.
  • Aventura Private Wealth's Diageo position peaked at $605 in Q2 2025.
  • 823 funds tracked by Wall St. Rank held Diageo as of Q3 2025.

Based on Aventura Private Wealth's 13F filing for Q3 2025, filed 7 Jan 2026.