BWG
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Berry Wealth Group’s Best Buy BBY Stock Holding History

Berry Wealth Group’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,481
Closed -$1.17M – 38
2025
Q2 		$1.17M Sell
17,481
-813
-4% -$55.2K 0.82% 32
2025
Q1 		$1.35M Sell
18,294
-1,730
-9% -$143K 1.05% 27
2024
Q4 		$1.72M Sell
20,024
-498
-2% -$45.5K 1.24% 25
2024
Q3 		$2.12M Buy
20,522
+272
+1% +$24.5K 1.52% 23
2024
Q2 		$1.71M Buy
20,250
+1,782
+10% +$141K 1.36% 23
2024
Q1 		$1.51M Sell
18,468
-802
-4% -$61K 1.26% 24
2023
Q4 		$1.51M Buy
+19,270
New +$1.36M 1.39% 23

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berry Wealth Group's BBY Position: Q3 2025 in Review

Berry Wealth Group sold out of Best Buy (BBY) in Q3 2025, closing a stake of 17,481 shares — an estimated $1.17M sold.

Berry Wealth Group first reported a position in BBY in Q4 2023 and held it in 7 quarters. The position peaked at $2.12M in Q3 2024. 865 funds tracked by Wall St. Rank hold BBY as of Q3 2025.

  • Berry Wealth Group reported no remaining Best Buy position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 17,481 Best Buy shares in Q3 2025, an estimated $1.17M.
  • Berry Wealth Group first reported a position in Best Buy in Q4 2023 and held it in 7 quarters.
  • Berry Wealth Group's Best Buy position peaked at $2.12M in Q3 2024.
  • 865 funds tracked by Wall St. Rank held Best Buy as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.