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Cresset Asset Management’s Brady Corp BRC Stock Holding History

Cresset Asset Management’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
Q1 		$610K Sell
7,504
-57
-0.8% -$4.96K ﹤0.01% 976
2025
Q4 		$593K Sell
7,561
-127
-2% -$9.83K ﹤0.01% 1002
2025
Q3 		$600K Sell
7,688
-628
-8% -$46.4K ﹤0.01% 944
2025
Q2 		$565K Sell
8,316
-19,954
-71% -$1.39M ﹤0.01% 880
2025
Q1 		$2M Sell
28,270
-2,009
-7% -$146K 0.01% 546
2024
Q4 		$2.24M Buy
30,279
+688
+2% +$51.2K 0.01% 521
2024
Q3 		$2.27M Buy
29,591
+1,259
+4% +$89.6K 0.01% 747
2024
Q2 		$1.87M Buy
28,332
+2,846
+11% +$178K 0.01% 749
2024
Q1 		$1.51M Buy
+25,486
New +$1.52M 0.01% 792
2019
Q2 		– Sell
-77
Closed -$4K – 637
2019
Q1 		$4K Hold
77
– – ﹤0.01% 1406
2018
Q4 		$3K Buy
+77
New +$3.21K ﹤0.01% 1165

Other funds holding BRC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return