DiNuzzo Private Wealth’s Brady Corp BRC Stock Holding History

DiNuzzo Private Wealth’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 Q2	$733	Sell	8 -2	-20%	-$166	﹤0.01%	992
2026 Q1	$813	Buy	10 +1	+11%	+$87	﹤0.01%	934
2025 Q4	$706	Buy	9 +1	+13%	+$77	﹤0.01%	980
2025 Q3	$625	Sell	8 -1	-11%	-$74	﹤0.01%	1035
2025 Q2	$612	Hold	9	–	–	﹤0.01%	1014
2025 Q1	$636	Buy	9 +1	+13%	+$73	﹤0.01%	970
2024 Q4	$591	Hold	8	–	–	﹤0.01%	1030
2024 Q3	$614	Hold	8	–	–	﹤0.01%	1037
2024 Q2	$529	Buy	8 +1	+14%	+$63	﹤0.01%	1022
2024 Q1	$415	Sell	7 -2	-22%	-$119	﹤0.01%	1033
2023 Q4	$529	Buy	+9	New	+$496	﹤0.01%	957

Other funds holding BRC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return