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Everhart Financial Group’s Brunswick BC Stock Holding History

Everhart Financial Group’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
Q2 		$408K Sell
4,845
-337
-7% -$27K 0.03% 305
2026
Q1 		$377K Buy
5,182
+310
+6% +$25K 0.03% 324
2025
Q4 		$362K Buy
+4,872
New +$330K 0.03% 299
2025
Q1 		– Sell
-3,146
Closed -$203K – 330
2024
Q4 		$203K Sell
3,146
-636
-17% -$49.9K 0.04% 303
2024
Q3 		$317K Buy
+3,782
New +$294K 0.07% 257
2024
Q2 		– Sell
-2,074
Closed -$200K – 297
2024
Q1 		$200K Buy
+2,074
New +$182K 0.06% 268

Other funds holding BC

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Everhart Financial Group's BC Position: Q2 2026 in Review

Everhart Financial Group reduced its Brunswick (BC) stake by 6.5% in Q2 2026, selling an estimated $27K and leaving 4,845 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #305.

Everhart Financial Group first reported a position in BC in Q1 2024 and has held it in 6 quarters since. 468 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Everhart Financial Group held 4,845 shares of Brunswick worth $408K as of Q2 2026.
  • Everhart Financial Group sold 337 Brunswick shares in Q2 2026, an estimated $27K.
  • Brunswick made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #305 holding.
  • Everhart Financial Group first reported a position in Brunswick in Q1 2024 and has held it in 6 quarters since.
  • 468 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.