Ashton Thomas Private Wealth’s Broadridge BR Stock Holding History

Ashton Thomas Private Wealth’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 Q1	$878K	Sell	5,404 -2,677	-33%	-$509K	0.02%	563
2025 Q4	$1.81M	Sell	8,081 -83	-1%	-$18.9K	0.04%	340
2025 Q3	$1.95M	Buy	8,164 +2,116	+35%	+$527K	0.05%	333
2025 Q2	$1.47M	Buy	6,048 +2,134	+55%	+$507K	0.05%	336
2025 Q1	$952K	Sell	3,914 -6	-0.2%	-$1.41K	0.04%	391
2024 Q4	$890K	Buy	3,920 +829	+27%	+$186K	0.03%	408
2024 Q3	$665K	Buy	3,091 +371	+14%	+$77.6K	0.04%	398
2024 Q2	$536K	Sell	2,720 -581	-18%	-$115K	0.03%	405
2024 Q1	$676K	Buy	3,301 +309	+10%	+$62.3K	0.04%	366
2023 Q4	$616K	Buy	2,992 +8	+0.3%	+$1.48K	0.04%	378
2023 Q3	$534K	Buy	2,984 +635	+27%	+$112K	0.04%	385
2023 Q2	$389K	Buy	+2,349	New	+$355K	0.03%	436

Other funds holding BR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ashton Thomas Private Wealth's BR Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its Broadridge (BR) stake by 33% in Q1 2026, selling an estimated $509K and leaving 5,404 shares worth $878K. The position accounts for 0.02% of the portfolio, ranked #563.

Ashton Thomas Private Wealth first reported a position in BR in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.95M in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Ashton Thomas Private Wealth held 5,404 shares of Broadridge worth $878K as of Q1 2026.
Ashton Thomas Private Wealth sold 2,677 Broadridge shares in Q1 2026, an estimated $509K.
Broadridge made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #563 holding.
Ashton Thomas Private Wealth first reported a position in Broadridge in Q2 2023 and has held it in 12 quarters since.
Ashton Thomas Private Wealth's Broadridge position peaked at $1.95M in Q3 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.