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Bell Investment Advisors’s Braze BRZE Stock Holding History

Bell Investment Advisors’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-23
Closed -$830 – 1897
2025
Q1 		$830 Sell
23
-21
-48% -$845 ﹤0.01% 1613
2024
Q4 		$1.84K Buy
44
+11
+33% +$399 ﹤0.01% 1364
2024
Q3 		$1.07K Hold
33
– – ﹤0.01% 1569
2024
Q2 		$1.28K Hold
33
– – ﹤0.01% 1531
2024
Q1 		$1.46K Hold
33
– – ﹤0.01% 1474
2023
Q4 		$1.75K Buy
33
+21
+175% +$1.04K ﹤0.01% 1382
2023
Q3 		$561 Hold
12
– – ﹤0.01% 1745
2023
Q2 		$526 Buy
+12
New +$408 ﹤0.01% 1829

Other funds holding BRZE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bell Investment Advisors's BRZE Position: Q2 2025 in Review

Bell Investment Advisors sold out of Braze (BRZE) in Q2 2025, closing a stake of 23 shares — an estimated $830 sold.

Bell Investment Advisors first reported a position in BRZE in Q2 2023 and held it in 8 quarters. The position peaked at $1.84K in Q4 2024. 220 funds tracked by Wall St. Rank hold BRZE as of Q2 2025.

  • Bell Investment Advisors reported no remaining Braze position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 23 Braze shares in Q2 2025, an estimated $830.
  • Bell Investment Advisors first reported a position in Braze in Q2 2023 and held it in 8 quarters.
  • Bell Investment Advisors's Braze position peaked at $1.84K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held Braze as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.