Boston Research & Management’s VanEck Biotech ETF BBH Stock Holding History

Boston Research & Management’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	-10,446	Closed	-$1.73M	–	122
2025 Q3	$1.73M	Sell	10,446 -366	-3%	-$59.7K	0.38%	63
2025 Q2	$1.66M	Sell	10,812 -499	-4%	-$74.3K	0.4%	62
2025 Q1	$1.78M	Sell	11,311 -370	-3%	-$60.1K	0.44%	59
2024 Q4	$1.83M	Hold	11,681	–	–	0.45%	59
2024 Q3	$2.07M	Sell	11,681 -670	-5%	-$119K	0.49%	60
2024 Q2	$2.08M	Sell	12,351 -370	-3%	-$60.5K	0.53%	61
2024 Q1	$2.12M	Hold	12,721	–	–	0.52%	61
2023 Q4	$2.1M	Hold	12,721	–	–	0.56%	60
2023 Q3	$1.98M	Hold	12,721	–	–	0.59%	61
2023 Q2	$1.99M	Hold	12,721	–	–	0.56%	61
2023 Q1	$2.06M	Sell	12,721 -40	-0.3%	-$6.47K	0.62%	58
2022 Q4	$2.04M	Hold	12,761	–	–	0.63%	59
2022 Q3	$1.8M	Buy	12,761 +280	+2%	+$42.3K	0.61%	59
2022 Q2	$1.82M	Hold	12,481	–	–	0.59%	62
2022 Q1	$2.02M	Sell	12,481 -864	-6%	-$140K	0.59%	59
2021 Q4	$2.53M	Buy	13,345 +50	+0.4%	+$9.64K	0.69%	54
2021 Q3	$2.69M	Hold	13,295	–	–	0.8%	53
2021 Q2	$2.68M	Sell	13,295 -380	-3%	-$70.7K	0.81%	51
2021 Q1	$2.4M	Sell	13,675 -210	-2%	-$38K	0.77%	50
2020 Q4	$2.36M	Sell	13,885 -50	-0.4%	-$8.24K	0.82%	47
2020 Q3	$2.26M	Sell	13,935 -269	-2%	-$43.7K	0.88%	43
2020 Q2	$2.31M	Sell	14,204 -239	-2%	-$36.3K	0.96%	40
2020 Q1	$1.85M	Buy	14,443 +298	+2%	+$40.1K	0.93%	42
2019 Q4	$1.97M	Sell	14,145 -578	-4%	-$76K	0.74%	49
2019 Q3	$1.74M	Sell	14,723 -110	-0.7%	-$13.7K	0.69%	50
2019 Q2	$1.91M	Sell	14,833 -160	-1%	-$19.7K	0.77%	50
2019 Q1	$1.93M	Sell	14,993 -230	-2%	-$29.1K	0.8%	49
2018 Q4	$1.69M	Buy	15,223 +4,045	+36%	+$489K	0.8%	48
2018 Q3	$1.52M	Sell	11,178 -755	-6%	-$98.2K	0.69%	53
2018 Q2	$1.43M	Sell	11,933 -2,670	-18%	-$315K	0.7%	52
2018 Q1	$1.76M	Sell	14,603 -2,510	-15%	-$315K	0.9%	48
2017 Q4	$2.13M	Sell	17,113 -4,875	-22%	-$623K	1.07%	44
2017 Q3	$2.95M	Buy	21,988 +80	+0.4%	+$10.4K	1.51%	37
2017 Q2	$2.75M	Hold	21,908	–	–	1.49%	39
2017 Q1	$2.61M	Buy	21,908 +935	+4%	+$109K	1.42%	41
2016 Q4	$2.26M	Sell	20,973 -495	-2%	-$53.8K	1.28%	41
2016 Q3	$2.47M	Buy	21,468 +5	+0%	+$570	1.43%	37
2016 Q2	$2.2M	Buy	21,463 +1,190	+6%	+$127K	1.33%	41
2016 Q1	$2.1M	Buy	20,273 +3,060	+18%	+$319K	1.31%	39
2015 Q4	$2.19M	Buy	17,213 +1,325	+8%	+$162K	1.36%	37
2015 Q3	$1.82M	Buy	15,888 +500	+3%	+$66.2K	1.2%	40
2015 Q2	$2.07M	Sell	15,388 -420	-3%	-$55.8K	1.31%	43
2015 Q1	$2.05M	Sell	15,808 -100	-0.6%	-$12.6K	1.3%	41
2014 Q4	$1.83M	Sell	15,908 -250	-2%	-$28.2K	1.15%	45
2014 Q3	$1.71M	Buy	16,158 +2,530	+19%	+$256K	1.15%	45
2014 Q2	$1.3M	Buy	13,628 +5,790	+74%	+$519K	0.9%	51
2014 Q1	$712K	Sell	7,838 -490	-6%	-$47.6K	0.52%	62
2013 Q4	$737K	Sell	8,328 -747	-8%	-$62.5K	0.57%	60
2013 Q3	$750K	Sell	9,075 -150	-2%	-$11.8K	0.63%	59
2013 Q2	$632K	Buy	+9,225	New	+$642K	0.56%	61

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

Boston Research & Management's BBH Position: Q4 2025 in Review

Boston Research & Management sold out of VanEck Biotech ETF (BBH) in Q4 2025, closing a stake of 10,446 shares — an estimated $1.73M sold.

Boston Research & Management first reported a position in BBH in Q2 2013 and held it in 50 quarters. The position peaked at $2.95M in Q3 2017. 111 funds tracked by Wall St. Rank hold BBH as of Q4 2025.

Boston Research & Management reported no remaining VanEck Biotech ETF position as of Q4 2025 after selling out during the quarter.
Boston Research & Management sold 10,446 VanEck Biotech ETF shares in Q4 2025, an estimated $1.73M.
Boston Research & Management first reported a position in VanEck Biotech ETF in Q2 2013 and held it in 50 quarters.
Boston Research & Management's VanEck Biotech ETF position peaked at $2.95M in Q3 2017.
111 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q4 2025.

Based on Boston Research & Management's 13F filing for Q4 2025, filed 11 Feb 2026.