Beaird Harris Wealth Management’s BellRing Brands BRBR Stock Holding History

Beaird Harris Wealth Management’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	$1.04K	Hold	80	–	–	﹤0.01%	567
2026 Q1	$1.29K	Hold	80	–	–	﹤0.01%	525
2025 Q4	$2.14K	Hold	80	–	–	﹤0.01%	520
2025 Q3	$2.91K	Hold	80	–	–	﹤0.01%	477
2025 Q2	$4.63K	Hold	80	–	–	﹤0.01%	428
2025 Q1	$5.96K	Hold	80	–	–	﹤0.01%	375
2024 Q4	$6.03K	Hold	80	–	–	﹤0.01%	370
2024 Q3	$4.86K	Hold	80	–	–	﹤0.01%	378
2024 Q2	$4.57K	Sell	80 -2	-2%	-$115	﹤0.01%	456
2024 Q1	$4.84K	Hold	82	–	–	﹤0.01%	391
2023 Q4	$4.55K	Hold	82	–	–	﹤0.01%	393
2023 Q3	$3.38K	Hold	82	–	–	﹤0.01%	330
2023 Q2	$3K	Hold	82	–	–	﹤0.01%	350
2023 Q1	$2.79K	Hold	82	–	–	﹤0.01%	356
2022 Q4	$2.1K	Hold	82	–	–	﹤0.01%	577
2022 Q3	$2K	Hold	82	–	–	﹤0.01%	392
2022 Q2	$2K	Hold	82	–	–	﹤0.01%	342
2022 Q1	$2K	Buy	+82	New	+$2.06K	﹤0.01%	512

Other funds holding BRBR

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return