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Advisors Asset Management’s Braze BRZE Stock Holding History

Advisors Asset 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
2025
Q3 		– Sell
-311
Closed -$8.74K – 1463
2025
Q2 		$8.74K Sell
311
-446
-59% -$14.1K ﹤0.01% 1386
2025
Q1 		$27.3K Sell
757
-253
-25% -$10.2K ﹤0.01% 1337
2024
Q4 		$42.3K Sell
1,010
-538
-35% -$19.5K ﹤0.01% 1328
2024
Q3 		$50.1K Sell
1,548
-503
-25% -$19.9K ﹤0.01% 1304
2024
Q2 		$79.7K Buy
2,051
+134
+7% +$5.35K ﹤0.01% 1232
2024
Q1 		$84.9K Buy
1,917
+290
+18% +$15.7K ﹤0.01% 1236
2023
Q4 		$86.4K Buy
1,627
+221
+16% +$10.9K ﹤0.01% 1213
2023
Q3 		$65.7K Buy
1,406
+579
+70% +$25.4K ﹤0.01% 1240
2023
Q2 		$36.2K Buy
827
+489
+145% +$16.6K ﹤0.01% 1321
2023
Q1 		$11.7K Buy
338
+189
+127% +$5.88K ﹤0.01% 1408
2022
Q4 		$4.07K Buy
+149
New +$4.16K ﹤0.01% 1467

Other funds holding BRZE

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisors Asset Management's BRZE Position: Q3 2025 in Review

Advisors Asset Management sold out of Braze (BRZE) in Q3 2025, closing a stake of 311 shares — an estimated $8.74K sold.

Advisors Asset Management first reported a position in BRZE in Q4 2022 and held it in 11 quarters. The position peaked at $86.4K in Q4 2023. 232 funds tracked by Wall St. Rank hold BRZE as of Q3 2025.

  • Advisors Asset Management reported no remaining Braze position as of Q3 2025 after selling out during the quarter.
  • Advisors Asset Management sold 311 Braze shares in Q3 2025, an estimated $8.74K.
  • Advisors Asset Management first reported a position in Braze in Q4 2022 and held it in 11 quarters.
  • Advisors Asset Management's Braze position peaked at $86.4K in Q4 2023.
  • 232 funds tracked by Wall St. Rank held Braze as of Q3 2025.

Based on Advisors Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.