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NewEdge Advisors’s Levi Strauss LEVI Stock Holding History

NewEdge Advisors’s Portfolio LEVI Stock Details LEVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.14K Buy
278
+158
+132% +$3.24K ﹤0.01% 3584
2025
Q4 		$2.49K Hold
120
– – ﹤0.01% 3843
2025
Q3 		$2.8K Buy
120
+100
+500% +$2.13K ﹤0.01% 3699
2025
Q2 		$370 Sell
20
-9
-31% -$150 ﹤0.01% 3832
2025
Q1 		$452 Buy
29
+9
+45% +$157 ﹤0.01% 3724
2024
Q4 		$346 Hold
20
– – ﹤0.01% 3705
2024
Q3 		$436 Hold
20
– – ﹤0.01% 3618
2024
Q2 		$386 Buy
20
+19
+1,900% +$416 ﹤0.01% 3599
2024
Q1 		$20 Hold
1
– – ﹤0.01% 3765
2023
Q4 		$17 Buy
+1
New +$15 ﹤0.01% 3703
2023
Q2 		– Sell
-100
Closed -$1.82K – 3578
2023
Q1 		$1.82K Buy
+100
New +$1.72K ﹤0.01% 3056

Other funds holding LEVI

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return