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Global Wealth Strategies & Associates’s Brunswick BC Stock Holding History

Global Wealth Strategies & Associates’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
-22
Closed -$1.63K – 548
2025
Q4 		$1.63K Buy
+22
New +$1.49K ﹤0.01% 447

Other funds holding BC

BlackRock
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Global Wealth Strategies & Associates's BC Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of Brunswick (BC) in Q1 2026, closing a stake of 22 shares — an estimated $1.63K sold.

Global Wealth Strategies & Associates first reported a position in BC in Q4 2025 and held it in 1 quarter. The position peaked at $1.63K in Q4 2025. 462 funds tracked by Wall St. Rank hold BC as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining Brunswick position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 22 Brunswick shares in Q1 2026, an estimated $1.63K.
  • Global Wealth Strategies & Associates first reported a position in Brunswick in Q4 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Brunswick position peaked at $1.63K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Brunswick as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.