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HB Wealth Management’s Brunswick BC Stock Holding History

HB Wealth Management’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 		$240K Sell
2,847
-195
-6% -$15.6K ﹤0.01% 1499
2026
Q1 		$221K Buy
+3,042
New +$245K ﹤0.01% 1380

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

HB Wealth Management's BC Position: Q2 2026 in Review

HB Wealth Management reduced its Brunswick (BC) stake by 6.4% in Q2 2026, selling an estimated $15.6K and leaving 2,847 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

HB Wealth Management first reported a position in BC in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • HB Wealth Management held 2,847 shares of Brunswick worth $240K as of Q2 2026.
  • HB Wealth Management sold 195 Brunswick shares in Q2 2026, an estimated $15.6K.
  • Brunswick made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1499 holding.
  • HB Wealth Management first reported a position in Brunswick in Q1 2026 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.