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ADV icon

Inspire Investing’s Advantage Solutions ADV Stock Holding History

Inspire Investing’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
2026
Q2 		– Sell
-22,270
Closed -$471K – 1267
2026
Q1 		$471K Buy
22,270
+99
+0.4% +$1.91K 0.03% 846
2025
Q4 		$488K Buy
22,171
+10,335
+87% +$299K 0.04% 326
2025
Q3 		$453K Sell
11,836
-78
-0.7% -$3.24K 0.04% 638
2025
Q2 		$393K Buy
11,914
+2,641
+28% +$87K 0.04% 386
2025
Q1 		$350K Buy
9,273
+3,752
+68% +$219K 0.04% 344
2024
Q4 		$403K Buy
5,521
+616
+13% +$50.3K 0.05% 413
2024
Q3 		$421K Buy
+4,905
New +$452K 0.04% 361

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $41.1M AUM 4.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Inspire Investing's ADV Position: Q2 2026 in Review

Inspire Investing sold out of Advantage Solutions (ADV) in Q2 2026, closing a stake of 22,270 shares — an estimated $471K sold.

Inspire Investing first reported a position in ADV in Q3 2024 and held it in 7 quarters. The position peaked at $488K in Q4 2025. 87 funds tracked by Wall St. Rank hold ADV as of Q2 2026.

  • Inspire Investing reported no remaining Advantage Solutions position as of Q2 2026 after selling out during the quarter.
  • Inspire Investing sold 22,270 Advantage Solutions shares in Q2 2026, an estimated $471K.
  • Inspire Investing first reported a position in Advantage Solutions in Q3 2024 and held it in 7 quarters.
  • Inspire Investing's Advantage Solutions position peaked at $488K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.