Blue Trust Inc’s VanEck Biotech ETF BBH Stock Holding History

Blue Trust Inc’s Portfolio BBH Stock Details BBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12	Closed	-$1.99K	–	2546
2025 Q3	$1.99K	Sell	12 -31	-72%	-$5.05K	﹤0.01%	2153
2025 Q2	$6.59K	Buy	+43	New	+$6.4K	﹤0.01%	1957

Other funds holding BBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

Blue Trust Inc's BBH Position: Q4 2025 in Review

Blue Trust Inc sold out of VanEck Biotech ETF (BBH) in Q4 2025, closing a stake of 12 shares — an estimated $1.99K sold.

Blue Trust Inc first reported a position in BBH in Q2 2025 and held it in 2 quarters. The position peaked at $6.59K in Q2 2025. 111 funds tracked by Wall St. Rank hold BBH as of Q4 2025.

Blue Trust Inc reported no remaining VanEck Biotech ETF position as of Q4 2025 after selling out during the quarter.
Blue Trust Inc sold 12 VanEck Biotech ETF shares in Q4 2025, an estimated $1.99K.
Blue Trust Inc first reported a position in VanEck Biotech ETF in Q2 2025 and held it in 2 quarters.
Blue Trust Inc's VanEck Biotech ETF position peaked at $6.59K in Q2 2025.
111 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.