Global Retirement Partners’s Advantage Solutions ADV Stock Holding History

Global Retirement Partners’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	$4.88K	Hold	222	–	–	﹤0.01%	3446
2025 Q3	$8.49K	Hold	222	–	–	﹤0.01%	2760
2025 Q2	$7.33K	Buy	+222	New	+$7.31K	﹤0.01%	2743
2022 Q3	–	Sell	-9	Closed	-$1K	–	2665
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	2329
2022 Q1	$1K	Buy	+9	New	+$1.56K	﹤0.01%	2296
2021 Q4	–	Sell	-136	Closed	-$29K	–	274
2021 Q3	$29K	Buy	136 +24	+21%	+$5.63K	﹤0.01%	1063
2021 Q2	$30K	Buy	112 +1	+0.9%	+$309	﹤0.01%	1045
2021 Q1	$33K	Buy	111 +16	+17%	+$4.26K	﹤0.01%	928
2020 Q4	$31K	Buy	95 +10	+12%	+$2.63K	﹤0.01%	879
2020 Q3	$22K	Buy	+85	New	+$23K	﹤0.01%	887

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

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Global Retirement Partners's ADV Position: Q4 2025 in Review

Global Retirement Partners held its Advantage Solutions (ADV) position steady in Q4 2025 at 222 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #3446.

Global Retirement Partners first reported a position in ADV in Q3 2020 and has held it in 10 quarters since. The position peaked at $33K in Q1 2021. 101 funds tracked by Wall St. Rank hold ADV as of Q4 2025.

Global Retirement Partners held 222 shares of Advantage Solutions worth $4.88K as of Q4 2025.
Global Retirement Partners left its Advantage Solutions share count unchanged in Q4 2025.
Advantage Solutions made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3446 holding.
Global Retirement Partners first reported a position in Advantage Solutions in Q3 2020 and has held it in 10 quarters since.
Global Retirement Partners's Advantage Solutions position peaked at $33K in Q1 2021.
101 funds tracked by Wall St. Rank held Advantage Solutions as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.