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High Point Wealth Management’s Diageo DEO Stock Holding History

High Point Wealth Management’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
2026
Q1 		– Sell
-80
Closed -$6.9K – 254
2025
Q4 		$6.9K Buy
+80
New +$7.37K 0.01% 220

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

High Point Wealth Management's DEO Position: Q1 2026 in Review

High Point Wealth Management sold out of Diageo (DEO) in Q1 2026, closing a stake of 80 shares — an estimated $6.9K sold.

High Point Wealth Management first reported a position in DEO in Q4 2025 and held it in 1 quarter. The position peaked at $6.9K in Q4 2025. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • High Point Wealth Management reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • High Point Wealth Management sold 80 Diageo shares in Q1 2026, an estimated $6.9K.
  • High Point Wealth Management first reported a position in Diageo in Q4 2025 and held it in 1 quarter.
  • High Point Wealth Management's Diageo position peaked at $6.9K in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on High Point Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.