Corient Private Wealth
BRC icon

Corient Private Wealth’s Brady Corp BRC Stock Holding History

Corient Private Wealth’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Sell
11,252
-1,214
-10% -$101K ﹤0.01% 1796
2026
Q1 		$1.01M Buy
+12,466
New +$1.08M ﹤0.01% 1658
2024
Q4 		– Sell
-32,208
Closed -$695K – 2379
2024
Q3 		$695K Buy
+32,208
New +$2.29M ﹤0.01% 1574

Other funds holding BRC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Corient Private Wealth's BRC Position: Q2 2026 in Review

Corient Private Wealth reduced its Brady Corp (BRC) stake by 9.7% in Q2 2026, selling an estimated $101K and leaving 11,252 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Corient Private Wealth first reported a position in BRC in Q3 2024 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold BRC as of Q2 2026.

  • Corient Private Wealth held 11,252 shares of Brady Corp worth $1.03M as of Q2 2026.
  • Corient Private Wealth sold 1,214 Brady Corp shares in Q2 2026, an estimated $101K.
  • Brady Corp made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1796 holding.
  • Corient Private Wealth first reported a position in Brady Corp in Q3 2024 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held Brady Corp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.