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Covestor’s BrightView Holdings BV Stock Holding History

Covestor’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1K Buy
101
+45
+80% +$565 ﹤0.01% 2065
2026
Q1 		$1K Buy
56
+15
+37% +$194 ﹤0.01% 1983
2025
Q4 		$1K Buy
41
+20
+95% +$254 ﹤0.01% 1995
2025
Q3 		$0 Sell
21
-14
-40% -$208 ﹤0.01% 2307
2025
Q2 		$1K Sell
35
-1
-3% -$15 ﹤0.01% 1944
2025
Q1 		$0 Sell
36
-5
-12% -$72 ﹤0.01% 2243
2024
Q4 		$1K Sell
41
-21
-34% -$350 ﹤0.01% 1990
2024
Q3 		$1K Buy
62
+9
+17% +$130 ﹤0.01% 1910
2024
Q2 		$1K Sell
53
-53
-50% -$675 ﹤0.01% 1943
2024
Q1 		$1K Sell
106
-53
-33% -$483 ﹤0.01% 1916
2023
Q4 		$1K Sell
159
-69
-30% -$525 ﹤0.01% 1932
2023
Q3 		$2K Sell
228
-163
-42% -$1.3K ﹤0.01% 1792
2023
Q2 		$3K Sell
391
-332
-46% -$2.1K ﹤0.01% 1748
2023
Q1 		$4K Buy
723
+158
+28% +$1.07K ﹤0.01% 1589
2022
Q4 		$4K Buy
565
+310
+122% +$2.39K ﹤0.01% 1605
2022
Q3 		$2K Buy
255
+86
+51% +$919 ﹤0.01% 1682
2022
Q2 		$2K Sell
169
-19
-10% -$238 ﹤0.01% 1593
2022
Q1 		$3K Buy
188
+149
+382% +$2.01K ﹤0.01% 1596
2021
Q4 		$1K Buy
+39
New +$587 ﹤0.01% 1660

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Covestor's BV Position: Q2 2026 in Review

Covestor increased its BrightView Holdings (BV) stake by 80% in Q2 2026, buying an estimated $565 and bringing the position to 101 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

Covestor first reported a position in BV in Q4 2021 and has held it in 19 quarters since. The position peaked at $4K in Q1 2023. 184 funds tracked by Wall St. Rank hold BV as of Q2 2026.

  • Covestor held 101 shares of BrightView Holdings worth $1K as of Q2 2026.
  • Covestor bought 45 BrightView Holdings shares in Q2 2026, an estimated $565.
  • BrightView Holdings made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2065 holding.
  • Covestor first reported a position in BrightView Holdings in Q4 2021 and has held it in 19 quarters since.
  • Covestor's BrightView Holdings position peaked at $4K in Q1 2023.
  • 184 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.