Alta Capital Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,161
| Closed | -$259K | – | 102 |
|
|
2025
Q4 | $259K | Sell |
1,161
-1,520
| -57% | -$347K | 0.02% | 88 |
|
|
2025
Q3 | $639K | Sell |
2,681
-48
| -2% | -$12K | 0.04% | 74 |
|
|
2025
Q2 | $663K | Sell |
2,729
-48,738
| -95% | -$11.6M | 0.04% | 69 |
|
|
2025
Q1 | $12.5M | Sell |
51,467
-32,891
| -39% | -$7.74M | 0.81% | 34 |
|
|
2024
Q4 | $19.1M | Sell |
84,358
-1,787
| -2% | -$400K | 1.14% | 27 |
|
|
2024
Q3 | $18.5M | Buy |
86,145
+2,576
| +3% | +$539K | 1.1% | 29 |
|
|
2024
Q2 | $16.5M | Sell |
83,569
-5,596
| -6% | -$1.11M | 1.04% | 31 |
|
|
2024
Q1 | $18.3M | Sell |
89,165
-2,353
| -3% | -$475K | 1.13% | 31 |
|
|
2023
Q4 | $18.8M | Sell |
91,518
-25,255
| -22% | -$4.66M | 1.22% | 28 |
|
|
2023
Q3 | $20.9M | Sell |
116,773
-1,583
| -1% | -$280K | 1.51% | 29 |
|
|
2023
Q2 | $19.6M | Sell |
118,356
-1,172
| -1% | -$177K | 1.35% | 29 |
|
|
2023
Q1 | $17.5M | Sell |
119,528
-4,811
| -4% | -$688K | 1.29% | 29 |
|
|
2022
Q4 | $16.7M | Sell |
124,339
-6,900
| -5% | -$980K | 1.28% | 30 |
|
|
2022
Q3 | $18.9M | Sell |
131,239
-57,459
| -30% | -$9.33M | 1.48% | 28 |
|
|
2022
Q2 | $26.9M | Sell |
188,698
-7,849
| -4% | -$1.14M | 1.97% | 24 |
|
|
2022
Q1 | $30.6M | Sell |
196,547
-84,976
| -30% | -$13M | 1.79% | 25 |
|
|
2021
Q4 | $51.5M | Buy |
281,523
+2,529
| +0.9% | +$445K | 2.66% | 19 |
|
|
2021
Q3 | $46.5M | Sell |
278,994
-267,964
| -49% | -$45.6M | 2.62% | 20 |
|
|
2021
Q2 | $88.3M | Sell |
546,958
-5,665
| -1% | -$905K | 2.54% | 21 |
|
|
2021
Q1 | $84.6M | Buy |
552,623
+241,140
| +77% | +$35.6M | 2.59% | 18 |
|
|
2020
Q4 | $47.7M | Sell |
311,483
-318,057
| -51% | -$46.1M | 2.69% | 15 |
|
|
2020
Q3 | $83.1M | Sell |
629,540
-10,799
| -2% | -$1.44M | 2.65% | 15 |
|
|
2020
Q2 | $80.8M | Buy |
640,339
+1,156
| +0.2% | +$134K | 2.83% | 13 |
|
|
2020
Q1 | $60.6M | Buy |
639,183
+318,827
| +100% | +$36.4M | 2.62% | 17 |
|
|
2019
Q4 | $39.6M | Buy |
320,356
+286
| +0.1% | +$35K | 2.58% | 17 |
|
|
2019
Q3 | $39.8M | Sell |
320,070
-103,602
| -24% | -$13.3M | 2.75% | 14 |
|
|
2019
Q2 | $54.1M | Sell |
423,672
-13,149
| -3% | -$1.58M | 3.02% | 10 |
|
|
2019
Q1 | $45.3M | Buy |
436,821
+152,709
| +54% | +$15.3M | 2.67% | 17 |
|
|
2018
Q4 | $27.3M | Buy |
284,112
+3,144
| +1% | +$340K | 1.77% | 27 |
|
|
2018
Q3 | $37.1M | Sell |
280,968
-2,240
| -0.8% | -$284K | 2.06% | 23 |
|
|
2018
Q2 | $32.6M | Sell |
283,208
-147,882
| -34% | -$16.7M | 2.01% | 23 |
|
|
2018
Q1 | $47.3M | Sell |
431,090
-22,307
| -5% | -$2.22M | 2.94% | 14 |
|
|
2017
Q4 | $41.1M | Sell |
453,397
-1,139
| -0.3% | -$99.4K | 2.59% | 18 |
|
|
2017
Q3 | $36.7M | Buy |
454,536
+259,450
| +133% | +$20M | 2.37% | 20 |
|
|
2017
Q2 | $14.7M | Buy |
+195,086
| New | +$14.1M | 1% | 36 |
|
Other funds holding BR
Alta Capital Management's BR Position: Q1 2026 in Review
Alta Capital Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,161 shares — an estimated $259K sold.
Alta Capital Management first reported a position in BR in Q2 2017 and held it in 35 quarters. The position peaked at $88.3M in Q2 2021. 1,061 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Alta Capital Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
- Alta Capital Management sold 1,161 Broadridge shares in Q1 2026, an estimated $259K.
- Alta Capital Management first reported a position in Broadridge in Q2 2017 and held it in 35 quarters.
- Alta Capital Management's Broadridge position peaked at $88.3M in Q2 2021.
- 1,061 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Alta Capital Management's 13F filing for Q1 2026, filed 11 May 2026.