Nisa Investment Advisors
ADV icon

Nisa Investment Advisors’s Advantage Solutions ADV Stock Holding History

Nisa Investment Advisors’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 		$519 Hold
12
– – ﹤0.01% 2936
2026
Q1 		$254 Buy
+12
New +$231 ﹤0.01% 2964
2025
Q4 		– Sell
-73
Closed -$2.79K – 2963
2025
Q3 		$2.79K Buy
73
+8
+12% +$333 ﹤0.01% 2549
2025
Q2 		$2.14K Sell
65
-6
-8% -$198 ﹤0.01% 2591
2025
Q1 		$2.67K Sell
71
-13
-15% -$758 ﹤0.01% 2391
2024
Q4 		$6.1K Buy
84
+11
+15% +$898 ﹤0.01% 2232
2024
Q3 		$6.3K Hold
73
– – ﹤0.01% 2178
2024
Q2 		$5.91K Hold
73
– – ﹤0.01% 2250
2024
Q1 		$7.91K Buy
73
+2
+3% +$197 ﹤0.01% 2072
2023
Q4 		$6.41K Hold
71
– – ﹤0.01% 2099
2023
Q3 		$5.03K Hold
71
– – ﹤0.01% 2281
2023
Q2 		$4.14K Buy
71
+8
+13% +$342 ﹤0.01% 2336
2023
Q1 		$2K Hold
63
– – ﹤0.01% 2307
2022
Q4 		$3K Hold
63
– – ﹤0.01% 2325
2022
Q3 		$5K Hold
63
– – ﹤0.01% 2279
2022
Q2 		$6K Buy
+63
New +$7.61K ﹤0.01% 2247

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

Nisa Investment Advisors's ADV Position: Q2 2026 in Review

Nisa Investment Advisors held its Advantage Solutions (ADV) position steady in Q2 2026 at 12 shares worth $519. The position accounts for ﹤0.01% of the portfolio, ranked #2936.

Nisa Investment Advisors first reported a position in ADV in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.91K in Q1 2024. 86 funds tracked by Wall St. Rank hold ADV as of Q2 2026.

  • Nisa Investment Advisors held 12 shares of Advantage Solutions worth $519 as of Q2 2026.
  • Nisa Investment Advisors left its Advantage Solutions share count unchanged in Q2 2026.
  • Advantage Solutions made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2936 holding.
  • Nisa Investment Advisors first reported a position in Advantage Solutions in Q2 2022 and has held it in 16 quarters since.
  • Nisa Investment Advisors's Advantage Solutions position peaked at $7.91K in Q1 2024.
  • 86 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.