Barrow, Hanley, Mewhinney & Strauss
ADV icon

Barrow, Hanley, Mewhinney & Strauss’s Advantage Solutions ADV Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-42
Closed -$1.6K – 370
2025
Q3 		$1.6K Hold
42
– – ﹤0.01% 320
2025
Q2 		$1.38K Hold
42
– – ﹤0.01% 303
2025
Q1 		$1.58K Hold
42
– – ﹤0.01% 290
2024
Q4 		$3.06K Hold
42
– – ﹤0.01% 282
2024
Q3 		$3.6K Hold
42
– – ﹤0.01% 281
2024
Q2 		$3.38K Sell
42
-7
-14% -$651 ﹤0.01% 254
2024
Q1 		$5.26K Hold
49
– – ﹤0.01% 237
2023
Q4 		$4.39K Hold
49
– – ﹤0.01% 239
2023
Q3 		$3.45K Hold
49
– – ﹤0.01% 242
2023
Q2 		$2.84K Hold
49
– – ﹤0.01% 240
2023
Q1 		$1.92K Hold
49
– – ﹤0.01% 268
2022
Q4 		$2.52K Hold
49
– – ﹤0.01% 247
2022
Q3 		$3K Sell
49
-20
-29% -$1.84K ﹤0.01% 230
2022
Q2 		$7K Buy
+69
New +$8.34K ﹤0.01% 198

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's ADV Position: Q4 2025 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Advantage Solutions (ADV) in Q4 2025, closing a stake of 42 shares — an estimated $1.6K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in ADV in Q2 2022 and held it in 14 quarters. The position peaked at $7K in Q2 2022. 101 funds tracked by Wall St. Rank hold ADV as of Q4 2025.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Advantage Solutions position as of Q4 2025 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 42 Advantage Solutions shares in Q4 2025, an estimated $1.6K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Advantage Solutions in Q2 2022 and held it in 14 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Advantage Solutions position peaked at $7K in Q2 2022.
  • 101 funds tracked by Wall St. Rank held Advantage Solutions as of Q4 2025.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q4 2025, filed 11 Feb 2026.