Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Brunswick BC Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-10,792
Closed -$801K – 1304
2025
Q4 		$801K Sell
10,792
-179
-2% -$12.1K ﹤0.01% 846
2025
Q3 		$694K Sell
10,971
-4
-0% -$248 ﹤0.01% 891
2025
Q2 		$606K Buy
10,975
+6,903
+170% +$349K ﹤0.01% 1007
2025
Q1 		$219K Sell
4,072
-1,359
-25% -$85.2K ﹤0.01% 1456
2024
Q4 		$351K Buy
5,431
+572
+12% +$44.9K ﹤0.01% 1425
2024
Q3 		$407K Buy
4,859
+907
+23% +$70.4K ﹤0.01% 1297
2024
Q2 		$288K Buy
3,952
+1,047
+36% +$85.5K ﹤0.01% 1404
2024
Q1 		$280K Buy
2,905
+197
+7% +$17.3K ﹤0.01% 1393
2023
Q4 		$262K Buy
+2,708
New +$215K ﹤0.01% 1364

Other funds holding BC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return