Financial Perspectives’s Brookfield Business Partners BBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-40
| Closed | -$1.41K | – | 718 |
|
|
2025
Q4 | $1.41K | Hold |
40
| – | – | ﹤0.01% | 653 |
|
|
2025
Q3 | $1.3K | Hold |
40
| – | – | ﹤0.01% | 654 |
|
|
2025
Q2 | $1.04K | Hold |
40
| – | – | ﹤0.01% | 661 |
|
|
2025
Q1 | $938 | Hold |
40
| – | – | ﹤0.01% | 663 |
|
|
2024
Q4 | $937 | Hold |
40
| – | – | ﹤0.01% | 663 |
|
|
2024
Q3 | $932 | Hold |
40
| – | – | ﹤0.01% | 623 |
|
|
2024
Q2 | $754 | Hold |
40
| – | – | ﹤0.01% | 623 |
|
|
2024
Q1 | $884 | Hold |
40
| – | – | ﹤0.01% | 611 |
|
|
2023
Q4 | $823 | Hold |
40
| – | – | ﹤0.01% | 639 |
|
|
2023
Q3 | $608 | Hold |
40
| – | – | ﹤0.01% | 658 |
|
|
2023
Q2 | $689 | Hold |
40
| – | – | ﹤0.01% | 637 |
|
|
2023
Q1 | $745 | Hold |
40
| – | – | ﹤0.01% | 633 |
|
|
2022
Q4 | $678 | Hold |
40
| – | – | ﹤0.01% | 635 |
|
|
2022
Q3 | $778 | Hold |
40
| – | – | ﹤0.01% | 635 |
|
|
2022
Q2 | $848 | Hold |
40
| – | – | ﹤0.01% | 636 |
|
|
2022
Q1 | $1.23K | Sell |
40
-22
| -35% | -$624 | ﹤0.01% | 632 |
|
|
2021
Q4 | $1.84K | Hold |
62
| – | – | ﹤0.01% | 587 |
|
|
2021
Q3 | $1.84K | Hold |
62
| – | – | ﹤0.01% | 591 |
|
|
2021
Q2 | $1.85K | Sell |
62
-2,442
| -98% | -$69K | ﹤0.01% | 611 |
|
|
2021
Q1 | $40K | Buy |
2,504
+2,442
| +3,939% | +$62.2K | ﹤0.01% | 566 |
|
|
2020
Q4 | $1.5K | Buy |
+62
| New | +$1.37K | ﹤0.01% | 560 |
|
Other funds holding BBU
Financial Perspectives's BBU Position: Q1 2026 in Review
Financial Perspectives sold out of Brookfield Business Partners (BBU) in Q1 2026, closing a stake of 40 shares — an estimated $1.41K sold.
Financial Perspectives first reported a position in BBU in Q4 2020 and held it in 21 quarters. The position peaked at $40K in Q1 2021. 2 funds tracked by Wall St. Rank hold BBU as of Q1 2026.
- Financial Perspectives reported no remaining Brookfield Business Partners position as of Q1 2026 after selling out during the quarter.
- Financial Perspectives sold 40 Brookfield Business Partners shares in Q1 2026, an estimated $1.41K.
- Financial Perspectives first reported a position in Brookfield Business Partners in Q4 2020 and held it in 21 quarters.
- Financial Perspectives's Brookfield Business Partners position peaked at $40K in Q1 2021.
- 2 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2026.
Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.