Guardian Wealth Management (Illinois)’s Diageo DEO Stock Holding History

Guardian Wealth Management (Illinois)’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 Q2	–	Sell	-99	Closed	-$10.4K	–	100
2025 Q1	$10.4K	Hold	99	–	–	0.01%	160
2024 Q4	$12.6K	Sell	99 -119	-55%	-$15.1K	0.01%	155
2024 Q3	$30.6K	Hold	218	–	–	0.02%	131
2024 Q2	$27.5K	Hold	218	–	–	0.02%	128
2024 Q1	$32.4K	Sell	218 -66	-23%	-$9.66K	0.02%	120
2023 Q4	$41.3K	Buy	284 +2	+0.7%	+$295	0.03%	112
2023 Q3	$42.1K	Hold	282	–	–	0.04%	109
2023 Q2	$49K	Hold	282	–	–	0.04%	105
2023 Q1	$51.1K	Hold	282	–	–	0.05%	107
2022 Q4	$50.2K	Buy	282 +1	+0.4%	+$175	0.05%	116
2022 Q3	$48K	Hold	281	–	–	0.05%	108
2022 Q2	$49K	Hold	281	–	–	0.05%	110
2022 Q1	$57K	Hold	281	–	–	0.06%	112
2021 Q4	$62K	Buy	+281	New	+$57.6K	0.06%	113

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s DEO Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Diageo (DEO) in Q2 2025, closing a stake of 99 shares — an estimated $10.4K sold.

Guardian Wealth Management (Illinois) first reported a position in DEO in Q4 2021 and held it in 14 quarters. The position peaked at $62K in Q4 2021. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 99 Diageo shares in Q2 2025, an estimated $10.4K.
Guardian Wealth Management (Illinois) first reported a position in Diageo in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Diageo position peaked at $62K in Q4 2021.
852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.