Baldwin Wealth Partners’s Brown Advisory Sustainable Growth ETF BASG Stock Holding History

Baldwin Wealth Partners’s Portfolio BASG Stock Details BASG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.7M	Sell	201,250 -4,549	-2%	-$127K	0.38%	55
2026 Q2	$5.48M	Buy	205,799 +6,841	+3%	+$174K	0.36%	58
2026 Q1	$4.52M	Buy	+198,958	New	+$4.81M	0.33%	59

Other funds holding BASG

Tred Avon Family Wealth Easton, Maryland $329M AUM 20.21% 1-Year Est. Return

Armstrong Fleming & Moore Washington, District of Columbia $303M AUM 21.82% 1-Year Est. Return

Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return

Baldwin Wealth Partners's BASG Position: Q3 2026 in Review

Baldwin Wealth Partners reduced its Brown Advisory Sustainable Growth ETF (BASG) stake by 2.2% in Q3 2026, selling an estimated $127K and leaving 201,250 shares worth $5.7M. The position accounts for 0.38% of the portfolio, ranked #55.

Baldwin Wealth Partners first reported a position in BASG in Q1 2026 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold BASG as of Q3 2026.

Baldwin Wealth Partners held 201,250 shares of Brown Advisory Sustainable Growth ETF worth $5.7M as of Q3 2026.
Baldwin Wealth Partners sold 4,549 Brown Advisory Sustainable Growth ETF shares in Q3 2026, an estimated $127K.
Brown Advisory Sustainable Growth ETF made up 0.38% of Baldwin Wealth Partners's portfolio in Q3 2026, its #55 holding.
Baldwin Wealth Partners first reported a position in Brown Advisory Sustainable Growth ETF in Q1 2026 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held Brown Advisory Sustainable Growth ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.