Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Broadridge BR Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
Q2 		$990K Sell
7,231
-7,820
-52% -$1.18M ﹤0.01% 1140
2026
Q1 		$2.45M Buy
15,051
+10,437
+226% +$1.98M ﹤0.01% 947
2025
Q4 		$1.03M Sell
4,614
-23
-0.5% -$5.25K ﹤0.01% 1080
2025
Q3 		$1.1M Sell
4,637
-48
-1% -$12K ﹤0.01% 865
2025
Q2 		$1.14M Buy
4,685
+3,290
+236% +$782K ﹤0.01% 768
2025
Q1 		$338K Buy
+1,395
New +$328K ﹤0.01% 862
2024
Q4 		– Sell
-7,200
Closed -$1.55M – 999
2024
Q3 		$1.55M Buy
+7,200
New +$1.51M ﹤0.01% 706
2024
Q1 		– Sell
-21,542
Closed -$4.43M – 951
2023
Q4 		$4.43M Buy
+21,542
New +$3.97M 0.02% 454
2022
Q3 		– Sell
-715
Closed -$102K – 1497
2022
Q2 		$102K Buy
715
+529
+284% +$76.8K ﹤0.01% 1292
2022
Q1 		$29K Sell
186
-76,394
-100% -$11.7M ﹤0.01% 1544
2021
Q4 		$14M Buy
76,580
+69,202
+938% +$12.2M 0.03% 351
2021
Q3 		$1.23M Buy
7,378
+5,050
+217% +$860K ﹤0.01% 1027
2021
Q2 		$376K Buy
2,328
+2,142
+1,152% +$342K ﹤0.01% 1359
2021
Q1 		$28K Sell
186
-361
-66% -$53.3K ﹤0.01% 1405
2020
Q4 		$84K Buy
+547
New +$79.3K ﹤0.01% 1309
2020
Q1 		– Sell
-11,277
Closed -$1.39M – 835
2019
Q4 		$1.39M Buy
+11,277
New +$1.38M 0.01% 625

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's BR Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reduced its Broadridge (BR) stake by 52% in Q2 2026, selling an estimated $1.18M and leaving 7,231 shares worth $990K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in BR in Q4 2019 and has held it in 16 quarters since. The position peaked at $14M in Q4 2021. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 7,231 shares of Broadridge worth $990K as of Q2 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 7,820 Broadridge shares in Q2 2026, an estimated $1.18M.
  • Broadridge made up ﹤0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #1140 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Broadridge in Q4 2019 and has held it in 16 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Broadridge position peaked at $14M in Q4 2021.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.