Aberdeen Wealth Management’s Broadridge BR Stock Holding History

Aberdeen Wealth Management’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,939	Closed	-$433K	–	181
2025 Q4	$433K	Hold	1,939	–	–	0.2%	100
2025 Q3	$462K	Hold	1,939	–	–	0.29%	88
2025 Q2	$471K	Hold	1,939	–	–	0.31%	87
2025 Q1	$470K	Hold	1,939	–	–	0.32%	86
2024 Q4	$438K	Sell	1,939 -130	-6%	-$29.1K	0.3%	90
2024 Q3	$445K	Hold	2,069	–	–	0.29%	95
2024 Q2	$408K	Hold	2,069	–	–	0.28%	98
2024 Q1	$424K	Hold	2,069	–	–	0.25%	103
2023 Q4	$426K	Hold	2,069	–	–	0.31%	96
2023 Q3	$370K	Hold	2,069	–	–	0.28%	102
2023 Q2	$343K	Hold	2,069	–	–	0.25%	107
2023 Q1	$303K	Sell	2,069 -125	-6%	-$17.9K	0.23%	111
2022 Q4	$294K	Hold	2,194	–	–	0.22%	116
2022 Q3	$317K	Hold	2,194	–	–	0.28%	100
2022 Q2	$313K	Hold	2,194	–	–	0.25%	106
2022 Q1	$342K	Hold	2,194	–	–	0.23%	112
2021 Q4	$401K	Hold	2,194	–	–	0.26%	97
2021 Q3	$366K	Hold	2,194	–	–	0.35%	94
2021 Q2	$354K	Hold	2,194	–	–	0.33%	97
2021 Q1	$336K	Hold	2,194	–	–	0.27%	106
2020 Q4	$336K	Hold	2,194	–	–	0.25%	104
2020 Q3	$290K	Hold	2,194	–	–	0.28%	102
2020 Q2	$277K	Hold	2,194	–	–	0.3%	96
2020 Q1	$208K	Hold	2,194	–	–	0.25%	109
2019 Q4	$271K	Buy	+2,194	New	+$268K	0.2%	115

Other funds holding BR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aberdeen Wealth Management's BR Position: Q1 2026 in Review

Aberdeen Wealth Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,939 shares — an estimated $433K sold.

Aberdeen Wealth Management first reported a position in BR in Q4 2019 and held it in 25 quarters. The position peaked at $471K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Aberdeen Wealth Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
Aberdeen Wealth Management sold 1,939 Broadridge shares in Q1 2026, an estimated $433K.
Aberdeen Wealth Management first reported a position in Broadridge in Q4 2019 and held it in 25 quarters.
Aberdeen Wealth Management's Broadridge position peaked at $471K in Q2 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.