Abound Wealth Management’s Braze BRZE Stock Holding History

Abound Wealth Management’s Portfolio BRZE Stock Details BRZE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.28K	Hold	105	–	–	﹤0.01%	730
2026 Q1	$2.48K	Hold	105	–	–	﹤0.01%	874
2025 Q4	$3.6K	Hold	105	–	–	﹤0.01%	748
2025 Q3	$2.99K	Hold	105	–	–	﹤0.01%	748
2025 Q2	$2.95K	Hold	105	–	–	﹤0.01%	681
2025 Q1	$3.79K	Hold	105	–	–	﹤0.01%	593
2024 Q4	$4.4K	Hold	105	–	–	﹤0.01%	555
2024 Q3	$3.4K	Hold	105	–	–	﹤0.01%	628
2024 Q2	$4.08K	Hold	105	–	–	﹤0.01%	538
2024 Q1	$4.65K	Hold	105	–	–	﹤0.01%	542
2023 Q4	$5.58K	Hold	105	–	–	﹤0.01%	475
2023 Q3	$4.91K	Hold	105	–	–	﹤0.01%	464
2023 Q2	$4.6K	Hold	105	–	–	﹤0.01%	507
2023 Q1	$3.63K	Hold	105	–	–	﹤0.01%	482
2022 Q4	$2.87K	Hold	105	–	–	﹤0.01%	472
2022 Q3	$3.66K	Buy	+105	New	+$4.43K	﹤0.01%	404

Other funds holding BRZE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Abound Wealth Management's BRZE Position: Q2 2026 in Review

Abound Wealth Management held its Braze (BRZE) position steady in Q2 2026 at 105 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Abound Wealth Management first reported a position in BRZE in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.58K in Q4 2023. 245 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

Abound Wealth Management held 105 shares of Braze worth $2.28K as of Q2 2026.
Abound Wealth Management left its Braze share count unchanged in Q2 2026.
Braze made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #730 holding.
Abound Wealth Management first reported a position in Braze in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Braze position peaked at $5.58K in Q4 2023.
245 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.