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 Q2	$264K	Hold	1,300	–	–	0.01%	453
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 $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cyndeo Wealth Partners's BBH Position: Q2 2026 in Review

Cyndeo Wealth Partners held its VanEck Biotech ETF (BBH) position steady in Q2 2026 at 1,300 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #453.

Cyndeo Wealth Partners first reported a position in BBH in Q4 2022 and has held it in 14 quarters since. 110 funds tracked by Wall St. Rank hold BBH as of Q2 2026.

Cyndeo Wealth Partners held 1,300 shares of VanEck Biotech ETF worth $264K as of Q2 2026.
Cyndeo Wealth Partners left its VanEck Biotech ETF share count unchanged in Q2 2026.
VanEck Biotech ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #453 holding.
Cyndeo Wealth Partners first reported a position in VanEck Biotech ETF in Q4 2022 and has held it in 14 quarters since.
110 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.