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Atticus Wealth Management’s Broadridge BR Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-90
Closed -$21.9K – 257
2025
Q2 		$21.9K Hold
90
– – 0.01% 406
2025
Q1 		$21.8K Hold
90
– – 0.01% 313
2024
Q4 		$20.3K Hold
90
– – 0.01% 329
2024
Q3 		$19.4K Sell
90
-5
-5% -$1.05K 0.01% 334
2024
Q2 		$18.7K Hold
95
– – 0.01% 318
2024
Q1 		$19.5K Hold
95
– – 0.01% 327
2023
Q4 		$19.5K Hold
95
– – 0.01% 333
2023
Q3 		$17K Hold
95
– – 0.01% 345
2023
Q2 		$15.7K Hold
95
– – 0.01% 357
2023
Q1 		$13.9K Hold
95
– – 0.01% 356
2022
Q4 		$12.7K Hold
95
– – 0.01% 370
2022
Q3 		$14K Hold
95
– – 0.01% 352
2022
Q2 		$14K Hold
95
– – 0.01% 382
2022
Q1 		$15K Hold
95
– – 0.01% 363
2021
Q4 		$17K Buy
+95
New +$16.7K 0.01% 317

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Atticus Wealth Management's BR Position: Q3 2025 in Review

Atticus Wealth Management sold out of Broadridge (BR) in Q3 2025, closing a stake of 90 shares — an estimated $21.9K sold.

Atticus Wealth Management first reported a position in BR in Q4 2021 and held it in 15 quarters. The position peaked at $21.9K in Q2 2025. 1,105 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • Atticus Wealth Management reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 90 Broadridge shares in Q3 2025, an estimated $21.9K.
  • Atticus Wealth Management first reported a position in Broadridge in Q4 2021 and held it in 15 quarters.
  • Atticus Wealth Management's Broadridge position peaked at $21.9K in Q2 2025.
  • 1,105 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.