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Beacon Financial Group’s Wipro WIT Stock Holding History

Beacon Financial Group’s Portfolio WIT Stock Details WIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,202
Closed -$39.9K – 361
2025
Q2 		$39.9K Buy
13,202
+2,602
+25% +$7.56K ﹤0.01% 338
2025
Q1 		$32.4K Hold
10,600
– – ﹤0.01% 334
2024
Q4 		$37.5K Buy
+10,600
New +$36.3K ﹤0.01% 323

Other funds holding WIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Beacon Financial Group's WIT Position: Q3 2025 in Review

Beacon Financial Group sold out of Wipro (WIT) in Q3 2025, closing a stake of 13,202 shares — an estimated $39.9K sold.

Beacon Financial Group first reported a position in WIT in Q4 2024 and held it in 3 quarters. The position peaked at $39.9K in Q2 2025. 287 funds tracked by Wall St. Rank hold WIT as of Q3 2025.

  • Beacon Financial Group reported no remaining Wipro position as of Q3 2025 after selling out during the quarter.
  • Beacon Financial Group sold 13,202 Wipro shares in Q3 2025, an estimated $39.9K.
  • Beacon Financial Group first reported a position in Wipro in Q4 2024 and held it in 3 quarters.
  • Beacon Financial Group's Wipro position peaked at $39.9K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Wipro as of Q3 2025.

Based on Beacon Financial Group's 13F filing for Q3 2025, filed 8 Oct 2025.