Highline Wealth Partners’s Belden BDC Stock Holding History

Highline Wealth Partners’s Portfolio BDC Stock Details BDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4	Closed	-$401	–	911
2025 Q1	$401	Buy	+4	New	+$444	﹤0.01%	870

Other funds holding BDC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Highline Wealth Partners's BDC Position: Q2 2025 in Review

Highline Wealth Partners sold out of Belden (BDC) in Q2 2025, closing a stake of 4 shares — an estimated $401 sold.

Highline Wealth Partners first reported a position in BDC in Q1 2025 and held it in 1 quarter. The position peaked at $401 in Q1 2025. 343 funds tracked by Wall St. Rank hold BDC as of Q2 2025.

Highline Wealth Partners reported no remaining Belden position as of Q2 2025 after selling out during the quarter.
Highline Wealth Partners sold 4 Belden shares in Q2 2025, an estimated $401.
Highline Wealth Partners first reported a position in Belden in Q1 2025 and held it in 1 quarter.
Highline Wealth Partners's Belden position peaked at $401 in Q1 2025.
343 funds tracked by Wall St. Rank held Belden as of Q2 2025.

Based on Highline Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.