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Berry Wealth Group’s Bright Horizons BFAM Stock Holding History

Berry Wealth Group’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,967
Closed -$243K – 39
2025
Q2 		$243K Sell
1,967
-7
-0.4% -$858 0.17% 82
2025
Q1 		$251K Sell
1,974
-400
-17% -$49.1K 0.2% 79
2024
Q4 		$263K Buy
2,374
+242
+11% +$29.1K 0.19% 70
2024
Q3 		$299K Sell
2,132
-67
-3% -$8.67K 0.21% 60
2024
Q2 		$242K Sell
2,199
-320
-13% -$34.6K 0.19% 66
2024
Q1 		$286K Buy
+2,519
New +$266K 0.24% 53

Other funds holding BFAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Berry Wealth Group sold out of Bright Horizons (BFAM) in Q3 2025, closing a stake of 1,967 shares — an estimated $243K sold.

Berry Wealth Group first reported a position in BFAM in Q1 2024 and held it in 6 quarters. The position peaked at $299K in Q3 2024. 412 funds tracked by Wall St. Rank hold BFAM as of Q3 2025.

  • Berry Wealth Group reported no remaining Bright Horizons position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 1,967 Bright Horizons shares in Q3 2025, an estimated $243K.
  • Berry Wealth Group first reported a position in Bright Horizons in Q1 2024 and held it in 6 quarters.
  • Berry Wealth Group's Bright Horizons position peaked at $299K in Q3 2024.
  • 412 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2025.

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