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Adero Partners’s Broadridge BR Stock Holding History

Adero Partners’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
2025
Q1 		$450K Buy
1,857
+20
+1% +$4.71K 0.03% 132
2024
Q4 		$415K Buy
1,837
+45
+3% +$10.1K 0.03% 138
2024
Q3 		$385K Buy
1,792
+44
+3% +$9.2K 0.03% 141
2024
Q2 		$344K Buy
1,748
+12
+0.7% +$2.38K 0.03% 147
2024
Q1 		$356K Hold
1,736
– – 0.03% 144
2023
Q4 		$357K Buy
1,736
+7
+0.4% +$1.29K 0.03% 133
2023
Q3 		$310K Buy
1,729
+2
+0.1% +$354 0.03% 141
2023
Q2 		$286K Hold
1,727
– – 0.03% 135
2023
Q1 		$253K Buy
+1,727
New +$247K 0.03% 130
2022
Q3 		– Sell
-1,383
Closed -$202K – 155
2022
Q2 		$202K Buy
+1,383
New +$201K 0.03% 144

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Adero Partners's BR Position: Q1 2025 in Review

Adero Partners increased its Broadridge (BR) stake by 1.1% in Q1 2025, buying an estimated $4.71K and bringing the position to 1,857 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #132.

Adero Partners first reported a position in BR in Q2 2022 and has held it in 10 quarters since. 1,108 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Adero Partners held 1,857 shares of Broadridge worth $450K as of Q1 2025.
  • Adero Partners bought 20 Broadridge shares in Q1 2025, an estimated $4.71K.
  • Broadridge made up 0.03% of Adero Partners's portfolio in Q1 2025, its #132 holding.
  • Adero Partners first reported a position in Broadridge in Q2 2022 and has held it in 10 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.