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Edgestream Partners’s Broadridge BR Stock Holding History

Edgestream Partners’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,716
Closed -$2.23M – 974
2026
Q1 		$2.23M Buy
+13,716
New +$2.61M 0.07% 470
2025
Q2 		– Sell
-10,270
Closed -$2.49M – 856
2025
Q1 		$2.49M Buy
10,270
+3,553
+53% +$836K 0.08% 428
2024
Q4 		$1.52M Buy
+6,717
New +$1.5M 0.06% 461
2024
Q1 		– Sell
-5,296
Closed -$1.09M – 816
2023
Q4 		$1.09M Buy
+5,296
New +$977K 0.08% 422

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Edgestream Partners's BR Position: Q2 2026 in Review

Edgestream Partners sold out of Broadridge (BR) in Q2 2026, closing a stake of 13,716 shares — an estimated $2.23M sold.

Edgestream Partners first reported a position in BR in Q4 2023 and held it in 4 quarters. The position peaked at $2.49M in Q1 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Edgestream Partners reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 13,716 Broadridge shares in Q2 2026, an estimated $2.23M.
  • Edgestream Partners first reported a position in Broadridge in Q4 2023 and held it in 4 quarters.
  • Edgestream Partners's Broadridge position peaked at $2.49M in Q1 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.