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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

AFM

Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return

Baldwin Wealth Partners's BASG Position: Q2 2026 in Review

Baldwin Wealth Partners increased its Brown Advisory Sustainable Growth ETF (BASG) stake by 3.4% in Q2 2026, buying an estimated $174K and bringing the position to 205,799 shares worth $5.48M. The position accounts for 0.36% of the portfolio, ranked #58.

Baldwin Wealth Partners first reported a position in BASG in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold BASG as of Q2 2026.

Baldwin Wealth Partners held 205,799 shares of Brown Advisory Sustainable Growth ETF worth $5.48M as of Q2 2026.
Baldwin Wealth Partners bought 6,841 Brown Advisory Sustainable Growth ETF shares in Q2 2026, an estimated $174K.
Brown Advisory Sustainable Growth ETF made up 0.36% of Baldwin Wealth Partners's portfolio in Q2 2026, its #58 holding.
Baldwin Wealth Partners first reported a position in Brown Advisory Sustainable Growth ETF in Q1 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held Brown Advisory Sustainable Growth ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.