Evolve Private Wealth’s Brunswick BC Stock Holding History

Evolve 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 Q2	–	Sell	-4,634	Closed	-$337K	–	1024
2026 Q1	$337K	Buy	4,634 +265	+6%	+$21.4K	0.02%	731
2025 Q4	$324K	Buy	+4,369	New	+$296K	0.02%	696

Other funds holding BC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Evolve Private Wealth's BC Position: Q2 2026 in Review

Evolve Private Wealth sold out of Brunswick (BC) in Q2 2026, closing a stake of 4,634 shares — an estimated $337K sold.

Evolve Private Wealth first reported a position in BC in Q4 2025 and held it in 2 quarters. The position peaked at $337K in Q1 2026. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

Evolve Private Wealth reported no remaining Brunswick position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 4,634 Brunswick shares in Q2 2026, an estimated $337K.
Evolve Private Wealth first reported a position in Brunswick in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's Brunswick position peaked at $337K in Q1 2026.
471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.