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Cassaday & Co Wealth Management’s Brunswick BC Stock Holding History

Cassaday & Co Wealth Management’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$422 Hold
5
– – ﹤0.01% 1147
2026
Q1 		$364 Buy
+5
New +$403 ﹤0.01% 1214

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Baillie Gifford & Co
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Dimensional Fund Advisors
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Cassaday & Co Wealth Management's BC Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Brunswick (BC) position steady in Q2 2026 at 5 shares worth $422. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Cassaday & Co Wealth Management first reported a position in BC in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Cassaday & Co Wealth Management held 5 shares of Brunswick worth $422 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Brunswick share count unchanged in Q2 2026.
  • Brunswick made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1147 holding.
  • Cassaday & Co Wealth Management first reported a position in Brunswick in Q1 2026 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.