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Atwood & Palmer’s BellRing Brands BRBR Stock Holding History

Atwood & Palmer’s Portfolio BRBR Stock Details BRBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.05K Sell
699
-209
-23% -$2.52K ﹤0.01% 377
2026
Q1 		$14.6K Sell
908
-500
-36% -$10.1K ﹤0.01% 352
2025
Q4 		$37.6K Hold
1,408
– – ﹤0.01% 259
2025
Q3 		$51.2K Sell
1,408
-199
-12% -$8.99K ﹤0.01% 240
2025
Q2 		$93.1K Hold
1,607
– – 0.01% 195
2025
Q1 		$120K Hold
1,607
– – 0.01% 175
2024
Q4 		$121K Hold
1,607
– – 0.01% 170
2024
Q3 		$97.6K Hold
1,607
– – 0.01% 185
2024
Q2 		$91.8K Hold
1,607
– – 0.01% 189
2024
Q1 		$94.9K Hold
1,607
– – 0.01% 189
2023
Q4 		$89.1K Hold
1,607
– – 0.01% 191
2023
Q3 		$66.3K Hold
1,607
– – 0.01% 194
2023
Q2 		$58.8K Hold
1,607
– – 0.01% 215
2023
Q1 		$54.6K Hold
1,607
– – 0.01% 202
2022
Q4 		$41.2K Hold
1,607
– – ﹤0.01% 223
2022
Q3 		$33K Hold
1,607
– – ﹤0.01% 227
2022
Q2 		$40K Hold
1,607
– – ﹤0.01% 226
2022
Q1 		$37K Buy
+1,607
New +$40.3K ﹤0.01% 258

Other funds holding BRBR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Atwood & Palmer's BRBR Position: Q2 2026 in Review

Atwood & Palmer reduced its BellRing Brands (BRBR) stake by 23% in Q2 2026, selling an estimated $2.52K and leaving 699 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Atwood & Palmer first reported a position in BRBR in Q1 2022 and has held it in 18 quarters since. The position peaked at $121K in Q4 2024. 56 funds tracked by Wall St. Rank hold BRBR as of Q2 2026.

  • Atwood & Palmer held 699 shares of BellRing Brands worth $9.05K as of Q2 2026.
  • Atwood & Palmer sold 209 BellRing Brands shares in Q2 2026, an estimated $2.52K.
  • BellRing Brands made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #377 holding.
  • Atwood & Palmer first reported a position in BellRing Brands in Q1 2022 and has held it in 18 quarters since.
  • Atwood & Palmer's BellRing Brands position peaked at $121K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held BellRing Brands as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.