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Bullock Wealth Management’s Braze BRZE Stock Holding History

Bullock Wealth Management’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-314
Closed -$10.8K – 627
2025
Q4 		$10.8K Buy
+314
New +$9.3K 0.01% 397

Other funds holding BRZE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bullock Wealth Management's BRZE Position: Q1 2026 in Review

Bullock Wealth Management sold out of Braze (BRZE) in Q1 2026, closing a stake of 314 shares — an estimated $10.8K sold.

Bullock Wealth Management first reported a position in BRZE in Q4 2025 and held it in 1 quarter. The position peaked at $10.8K in Q4 2025. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

  • Bullock Wealth Management reported no remaining Braze position as of Q1 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 314 Braze shares in Q1 2026, an estimated $10.8K.
  • Bullock Wealth Management first reported a position in Braze in Q4 2025 and held it in 1 quarter.
  • Bullock Wealth Management's Braze position peaked at $10.8K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Bullock Wealth Management's 13F filing for Q1 2026, filed 10 Sep 2026.