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 Q2	$248K	Buy	+1,814	New	+$274K	0.12%	108
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Aberdeen Wealth Management's BR Position: Q2 2026 in Review

Aberdeen Wealth Management opened a new position in Broadridge (BR) in Q2 2026: 1,814 shares worth $248K. The stake represents 0.12% of the portfolio and ranks #108 among its holdings. This is a return to the name: Aberdeen Wealth Management previously reported a position in BR as recently as Q4 2025.

Aberdeen Wealth Management first reported a position in BR in Q4 2019 and has held it in 26 quarters since. The position peaked at $471K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Aberdeen Wealth Management held 1,814 shares of Broadridge worth $248K as of Q2 2026.
Broadridge was a new Aberdeen Wealth Management position in Q2 2026.
Broadridge made up 0.12% of Aberdeen Wealth Management's portfolio in Q2 2026, its #108 holding.
Aberdeen Wealth Management first reported a position in Broadridge in Q4 2019 and has held it in 26 quarters since.
Aberdeen Wealth Management's Broadridge position peaked at $471K in Q2 2025.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.