MCM
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MAI Capital Management’s Advantage Solutions ADV Stock Holding History

MAI Capital Management’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
-9
Closed -$191 – 2149
2026
Q1 		$191 Buy
+9
New +$173 ﹤0.01% 4634

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

MAI Capital Management's ADV Position: Q2 2026 in Review

MAI Capital Management sold out of Advantage Solutions (ADV) in Q2 2026, closing a stake of 9 shares — an estimated $191 sold.

MAI Capital Management first reported a position in ADV in Q1 2026 and held it in 1 quarter. The position peaked at $191 in Q1 2026. 86 funds tracked by Wall St. Rank hold ADV as of Q2 2026.

  • MAI Capital Management reported no remaining Advantage Solutions position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 9 Advantage Solutions shares in Q2 2026, an estimated $191.
  • MAI Capital Management first reported a position in Advantage Solutions in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's Advantage Solutions position peaked at $191 in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.