Cyndeo Wealth Partners’s VanEck Biotech ETF BBH Stock Holding History

Cyndeo Wealth Partners’s Portfolio BBH Stock Details BBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$244K	Hold	1,300	–	–	0.01%	445
2025 Q4	$246K	Hold	1,300	–	–	0.01%	435
2025 Q3	$215K	Buy	+1,300	New	+$212K	0.01%	452
2025 Q2	–	Sell	-1,300	Closed	-$205K	–	466
2025 Q1	$205K	Hold	1,300	–	–	0.01%	431
2024 Q4	$204K	Hold	1,300	–	–	0.01%	433
2024 Q3	$231K	Hold	1,300	–	–	0.02%	417
2024 Q2	$219K	Hold	1,300	–	–	0.02%	373
2024 Q1	$216K	Hold	1,300	–	–	0.02%	365
2023 Q4	$215K	Hold	1,300	–	–	0.02%	350
2023 Q3	$202K	Hold	1,300	–	–	0.02%	328
2023 Q2	$203K	Hold	1,300	–	–	0.02%	313
2023 Q1	$211K	Hold	1,300	–	–	0.02%	303
2022 Q4	$208K	Buy	+1,300	New	+$206K	0.02%	297

Other funds holding BBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Cyndeo Wealth Partners's BBH Position: Q1 2026 in Review

Cyndeo Wealth Partners held its VanEck Biotech ETF (BBH) position steady in Q1 2026 at 1,300 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #445.

Cyndeo Wealth Partners first reported a position in BBH in Q4 2022 and has held it in 13 quarters since. The position peaked at $246K in Q4 2025. 112 funds tracked by Wall St. Rank hold BBH as of Q1 2026.

Cyndeo Wealth Partners held 1,300 shares of VanEck Biotech ETF worth $244K as of Q1 2026.
Cyndeo Wealth Partners left its VanEck Biotech ETF share count unchanged in Q1 2026.
VanEck Biotech ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #445 holding.
Cyndeo Wealth Partners first reported a position in VanEck Biotech ETF in Q4 2022 and has held it in 13 quarters since.
Cyndeo Wealth Partners's VanEck Biotech ETF position peaked at $246K in Q4 2025.
112 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.