Focus Partners Wealth’s VanEck Biotech ETF BBH Stock Holding History

Focus Partners Wealth’s Portfolio BBH Stock Details BBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,729	Closed	-$271K	–	1912
2024 Q4	$271K	Buy	+1,729	New	+$291K	﹤0.01%	1596
2024 Q3	–	Sell	-1,699	Closed	-$299K	–	1581
2024 Q2	$299K	Buy	1,699 +404	+31%	+$66.1K	﹤0.01%	1072
2024 Q1	$205K	Buy	+1,295	New	+$214K	﹤0.01%	932

Other funds holding BBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Focus Partners Wealth's BBH Position: Q1 2025 in Review

Focus Partners Wealth sold out of VanEck Biotech ETF (BBH) in Q1 2025, closing a stake of 1,729 shares — an estimated $271K sold.

Focus Partners Wealth first reported a position in BBH in Q1 2024 and held it in 3 quarters. The position peaked at $299K in Q2 2024. 104 funds tracked by Wall St. Rank hold BBH as of Q1 2025.

Focus Partners Wealth reported no remaining VanEck Biotech ETF position as of Q1 2025 after selling out during the quarter.
Focus Partners Wealth sold 1,729 VanEck Biotech ETF shares in Q1 2025, an estimated $271K.
Focus Partners Wealth first reported a position in VanEck Biotech ETF in Q1 2024 and held it in 3 quarters.
Focus Partners Wealth's VanEck Biotech ETF position peaked at $299K in Q2 2024.
104 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.