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Broad Run Investment Management’s AST SpaceMobile ASTS Stock Holding History

Broad Run Investment Management’s Portfolio ASTS Stock Details ASTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$129M Sell
1,455,969
-7,125
-0.5% -$622K 19.91% 1
2026
Q1 		$121M Sell
1,463,094
-108,743
-7% -$10.3M 21.35% 1
2025
Q4 		$114M Sell
1,571,837
-1,985,576
-56% -$142M 21.2% 1
2025
Q3 		$175M Sell
3,557,413
-125,015
-3% -$6.03M 28.58% 1
2025
Q2 		$172M Sell
3,682,428
-73,801
-2% -$2.14M 26.36% 1
2025
Q1 		$85.4M Sell
3,756,229
-17,178
-0.5% -$439K 14.26% 1
2024
Q4 		$79.6M Sell
3,773,407
-25,679
-0.7% -$627K 10.82% 1
2024
Q3 		$99.3M Sell
3,799,086
-47,218
-1% -$1.06M 11.99% 1
2024
Q2 		$44.7M Sell
3,846,304
-107,538
-3% -$562K 6.12% 9
2024
Q1 		$11.5M Sell
3,953,842
-9,011
-0.2% -$30.2K 1.41% 20
2023
Q4 		$23.9M Buy
3,962,853
+1,695,805
+75% +$7.35M 3.19% 13
2023
Q3 		$8.61M Sell
2,267,048
-16,730
-0.7% -$67.5K 1.14% 18
2023
Q2 		$10.7M Sell
2,283,778
-48,447
-2% -$251K 1.27% 18
2023
Q1 		$11.8M Sell
2,332,225
-7,023
-0.3% -$40.5K 1.41% 18
2022
Q4 		$11.3M Buy
2,339,248
+701,141
+43% +$4.23M 1.36% 17
2022
Q3 		$11.8M Sell
1,638,107
-56,869
-3% -$500K 1.3% 18
2022
Q2 		$10.6M Sell
1,694,976
-169,116
-9% -$1.33M 0.97% 18
2022
Q1 		$18.6M Buy
1,864,092
+14,846
+0.8% +$109K 1.32% 17
2021
Q4 		$14.7M Buy
1,849,246
+51,719
+3% +$531K 0.91% 18
2021
Q3 		$19.4M Sell
1,797,527
-7,937
-0.4% -$89.1K 1.25% 19
2021
Q2 		$23.4M Buy
+1,805,464
New +$16.3M 1.46% 18

Other funds holding ASTS

RG
Rakuten Group Setagaya-Ku, Tokyo, Japan $1.38B AUM 89.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
VV
Vodafone Ventures Newbury, United Kingdom $486M AUM

Broad Run Investment Management's ASTS Position: Q2 2026 in Review

Broad Run Investment Management reduced its AST SpaceMobile (ASTS) stake by 0.49% in Q2 2026, selling an estimated $622K and leaving 1,455,969 shares worth $129M. The position accounts for 19.91% of the portfolio, ranked #1.

Broad Run Investment Management first reported a position in ASTS in Q2 2021 and has held it in 21 quarters since. The position peaked at $175M in Q3 2025. 753 funds tracked by Wall St. Rank hold ASTS as of Q2 2026.

  • Broad Run Investment Management held 1,455,969 shares of AST SpaceMobile worth $129M as of Q2 2026.
  • Broad Run Investment Management sold 7,125 AST SpaceMobile shares in Q2 2026, an estimated $622K.
  • AST SpaceMobile made up 19.91% of Broad Run Investment Management's portfolio in Q2 2026, its #1 holding.
  • Broad Run Investment Management first reported a position in AST SpaceMobile in Q2 2021 and has held it in 21 quarters since.
  • Broad Run Investment Management's AST SpaceMobile position peaked at $175M in Q3 2025.
  • 753 funds tracked by Wall St. Rank held AST SpaceMobile as of Q2 2026.

Based on Broad Run Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.