Harvey Investment Company’s Broadridge BR Stock Holding History

Harvey Investment Company’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,188	Closed	-$265K	–	99
2025 Q4	$265K	Hold	1,188	–	–	0.03%	94
2025 Q3	$283K	Sell	1,188 -50	-4%	-$12.5K	0.03%	90
2025 Q2	$301K	Hold	1,238	–	–	0.03%	92
2025 Q1	$300K	Hold	1,238	–	–	0.03%	91
2024 Q4	$280K	Hold	1,238	–	–	0.03%	92
2024 Q3	$266K	Hold	1,238	–	–	0.03%	91
2024 Q2	$244K	Hold	1,238	–	–	0.03%	89
2024 Q1	$254K	Hold	1,238	–	–	0.03%	88
2023 Q4	$255K	Hold	1,238	–	–	0.03%	85
2023 Q3	$222K	Hold	1,238	–	–	0.03%	87
2023 Q2	$205K	Sell	1,238 -130	-10%	-$19.7K	0.03%	90
2023 Q1	$201K	Buy	+1,368	New	+$196K	0.02%	91
2022 Q2	–	Sell	-1,368	Closed	-$213K	–	91
2022 Q1	$213K	Hold	1,368	–	–	0.03%	91
2021 Q4	$250K	Hold	1,368	–	–	0.03%	91
2021 Q3	$228K	Hold	1,368	–	–	0.03%	92
2021 Q2	$221K	Hold	1,368	–	–	0.03%	92
2021 Q1	$209K	Hold	1,368	–	–	0.03%	93
2020 Q4	$210K	Buy	+1,368	New	+$198K	0.03%	91

Other funds holding BR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Harvey Investment Company's BR Position: Q1 2026 in Review

Harvey Investment Company sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,188 shares — an estimated $265K sold.

Harvey Investment Company first reported a position in BR in Q4 2020 and held it in 18 quarters. The position peaked at $301K in Q2 2025. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Harvey Investment Company reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
Harvey Investment Company sold 1,188 Broadridge shares in Q1 2026, an estimated $265K.
Harvey Investment Company first reported a position in Broadridge in Q4 2020 and held it in 18 quarters.
Harvey Investment Company's Broadridge position peaked at $301K in Q2 2025.
1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Harvey Investment Company's 13F filing for Q1 2026, filed 21 Apr 2026.