CarsonAllaria Wealth Management’s Best Buy BBY Stock Holding History

CarsonAllaria Wealth Management’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
2025 Q3	–	Sell	-22	Closed	-$1.48K	–	99
2025 Q2	$1.48K	Hold	22	–	–	﹤0.01%	330
2025 Q1	$1.62K	Hold	22	–	–	﹤0.01%	332
2024 Q4	$1.89K	Hold	22	–	–	﹤0.01%	314
2024 Q3	$2.27K	Hold	22	–	–	﹤0.01%	337
2024 Q2	$1.85K	Sell	22 -50	-69%	-$3.97K	﹤0.01%	330
2024 Q1	$5.91K	Hold	72	–	–	﹤0.01%	281
2023 Q4	$5.64K	Buy	72 +50	+227%	+$3.52K	﹤0.01%	252
2023 Q3	$1.53K	Hold	22	–	–	﹤0.01%	317
2023 Q2	$1.8K	Hold	22	–	–	﹤0.01%	326
2023 Q1	$1.72K	Hold	22	–	–	﹤0.01%	308
2022 Q4	$2K	Hold	22	–	–	﹤0.01%	278
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	302
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	299
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	298
2021 Q4	$2K	Buy	+22	New	+$2.5K	﹤0.01%	312

Other funds holding BBY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CarsonAllaria Wealth Management's BBY Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Best Buy (BBY) in Q3 2025, closing a stake of 22 shares — an estimated $1.48K sold.

CarsonAllaria Wealth Management first reported a position in BBY in Q4 2021 and held it in 15 quarters. The position peaked at $5.91K in Q1 2024. 865 funds tracked by Wall St. Rank hold BBY as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Best Buy position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 22 Best Buy shares in Q3 2025, an estimated $1.48K.
CarsonAllaria Wealth Management first reported a position in Best Buy in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Best Buy position peaked at $5.91K in Q1 2024.
865 funds tracked by Wall St. Rank held Best Buy as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.