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Sagespring Wealth Partners’s Diageo DEO Stock Holding History

Sagespring Wealth Partners’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
2025
Q4 		– Sell
-2,634
Closed -$251K – 787
2025
Q3 		$251K Buy
2,634
+138
+6% +$14.5K ﹤0.01% 662
2025
Q2 		$252K Sell
2,496
-657
-21% -$71.3K 0.01% 634
2025
Q1 		$330K Buy
3,153
+240
+8% +$27.1K 0.01% 482
2024
Q4 		$370K Buy
+2,913
New +$371K 0.01% 416

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sagespring Wealth Partners's DEO Position: Q4 2025 in Review

Sagespring Wealth Partners sold out of Diageo (DEO) in Q4 2025, closing a stake of 2,634 shares — an estimated $251K sold.

Sagespring Wealth Partners first reported a position in DEO in Q4 2024 and held it in 4 quarters. The position peaked at $370K in Q4 2024. 795 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

  • Sagespring Wealth Partners reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 2,634 Diageo shares in Q4 2025, an estimated $251K.
  • Sagespring Wealth Partners first reported a position in Diageo in Q4 2024 and held it in 4 quarters.
  • Sagespring Wealth Partners's Diageo position peaked at $370K in Q4 2024.
  • 795 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on Sagespring Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.