Blue Trust Inc’s Best Buy BBY Stock Holding History

Blue Trust Inc’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
2026 Q1	$65.1K	Sell	1,014 -66	-6%	-$4.33K	﹤0.01%	1222
2025 Q4	$72.3K	Sell	1,080 -80	-7%	-$6.1K	﹤0.01%	1206
2025 Q3	$87.7K	Hold	1,160	–	–	﹤0.01%	1133
2025 Q2	$77.9K	Buy	1,160 +198	+21%	+$13.5K	﹤0.01%	1155
2025 Q1	$70.8K	Buy	962 +49	+5%	+$4.04K	﹤0.01%	1157
2024 Q4	$78.3K	Sell	913 -4,539	-83%	-$414K	﹤0.01%	1036
2024 Q3	$460K	Buy	5,452 +974	+22%	+$87.8K	0.01%	501
2024 Q2	$367K	Buy	4,478 +1,238	+38%	+$98.3K	0.01%	490
2024 Q1	$266K	Buy	3,240 +190	+6%	+$14.5K	﹤0.01%	425
2023 Q4	$211K	Buy	3,050 +416	+16%	+$29.3K	﹤0.01%	436
2023 Q3	$215K	Buy	2,634 +555	+27%	+$42.9K	﹤0.01%	415
2023 Q2	$163K	Sell	2,079 -1,307	-39%	-$97.6K	﹤0.01%	396
2023 Q1	$272K	Buy	3,386 +388	+13%	+$32K	﹤0.01%	441
2022 Q4	$190K	Buy	2,998 +727	+32%	+$53.5K	﹤0.01%	470
2022 Q3	$148K	Buy	2,271 +855	+60%	+$63.3K	﹤0.01%	405
2022 Q2	$128K	Buy	+1,416	New	+$118K	﹤0.01%	425

Other funds holding BBY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Raymond James Financial

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