Bartlett & Co Wealth Management’s Brunswick BC Stock Holding History

Bartlett & Co Wealth Management’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$168	Hold	2	–	–	﹤0.01%	1285
2026 Q1	$149	Buy	+2	New	+$161	﹤0.01%	1230
2025 Q3	–	Sell	-150	Closed	-$8.29K	–	1209
2025 Q2	$8.29K	Hold	150	–	–	﹤0.01%	937
2025 Q1	$8.08K	Sell	150 -370	-71%	-$23.2K	﹤0.01%	931
2024 Q4	$33.6K	Hold	520	–	–	﹤0.01%	720
2024 Q3	$43.6K	Hold	520	–	–	﹤0.01%	679
2024 Q2	$37.8K	Hold	520	–	–	﹤0.01%	710
2024 Q1	$50.2K	Hold	520	–	–	﹤0.01%	663
2023 Q4	$51.2K	Hold	520	–	–	﹤0.01%	703
2023 Q3	$41.1K	Hold	520	–	–	﹤0.01%	694
2023 Q2	$45.1K	Buy	520 +370	+247%	+$30.2K	﹤0.01%	689
2023 Q1	$12.3K	Hold	150	–	–	﹤0.01%	792
2022 Q4	$10.8K	Hold	150	–	–	﹤0.01%	816
2022 Q3	$9.82K	Hold	150	–	–	﹤0.01%	827
2022 Q2	$9.81K	Hold	150	–	–	﹤0.01%	867
2022 Q1	$12.1K	Buy	+150	New	+$13.8K	﹤0.01%	804
2021 Q4	–	Sell	-37	Closed	-$3.52K	–	445
2021 Q3	$3.52K	Buy	+37	New	+$3.68K	﹤0.01%	804

Other funds holding BC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bartlett & Co Wealth Management's BC Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Brunswick (BC) position steady in Q2 2026 at 2 shares worth $168. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Bartlett & Co Wealth Management first reported a position in BC in Q3 2021 and has held it in 17 quarters since. The position peaked at $51.2K in Q4 2023. 467 funds tracked by Wall St. Rank hold BC as of Q2 2026.

Bartlett & Co Wealth Management held 2 shares of Brunswick worth $168 as of Q2 2026.
Bartlett & Co Wealth Management left its Brunswick share count unchanged in Q2 2026.
Brunswick made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1285 holding.
Bartlett & Co Wealth Management first reported a position in Brunswick in Q3 2021 and has held it in 17 quarters since.
Bartlett & Co Wealth Management's Brunswick position peaked at $51.2K in Q4 2023.
467 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.