DiNuzzo Private Wealth
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DiNuzzo Private Wealth’s Brunswick BC Stock Holding History

DiNuzzo Private Wealth’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$771 Sell
12
-2
-14% -$153 ﹤0.01% 960
2026
Q2 		$1.18K Hold
14
– – ﹤0.01% 853
2026
Q1 		$1.02K Sell
14
-1
-7% -$81 ﹤0.01% 868
2025
Q4 		$1.11K Buy
15
+9
+150% +$610 ﹤0.01% 845
2025
Q3 		$382 Buy
6
+2
+50% +$124 ﹤0.01% 1153
2025
Q2 		$221 Sell
4
-4
-50% -$202 ﹤0.01% 1229
2025
Q1 		$431 Sell
8
-7
-47% -$439 ﹤0.01% 1102
2024
Q4 		$971 Buy
15
+2
+15% +$157 ﹤0.01% 862
2024
Q3 		$1.09K Sell
13
-1
-7% -$78 ﹤0.01% 822
2024
Q2 		$1.02K Buy
14
+2
+17% +$163 ﹤0.01% 786
2024
Q1 		$1.16K Hold
12
– – ﹤0.01% 674
2023
Q4 		$1.16K Buy
+12
New +$953 ﹤0.01% 651

Other funds holding BC

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Ridgecrest Wealth Partners
Ridgecrest Wealth Partners Mill Valley, California $216M AUM 24.75% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

DiNuzzo Private Wealth's BC Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Brunswick (BC) stake by 14% in Q3 2026, selling an estimated $153 and leaving 12 shares worth $771. The position accounts for ﹤0.01% of the portfolio, ranked #960.

DiNuzzo Private Wealth first reported a position in BC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.18K in Q2 2026. 47 funds tracked by Wall St. Rank hold BC as of Q3 2026.

  • DiNuzzo Private Wealth held 12 shares of Brunswick worth $771 as of Q3 2026.
  • DiNuzzo Private Wealth sold 2 Brunswick shares in Q3 2026, an estimated $153.
  • Brunswick made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #960 holding.
  • DiNuzzo Private Wealth first reported a position in Brunswick in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Brunswick position peaked at $1.18K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Brunswick as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.