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Highline Wealth Partners’s Broadridge BR Stock Holding History

Highline Wealth Partners’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 		$9.18K Buy
67
+52
+347% +$7.85K ﹤0.01% 650
2026
Q1 		$2.44K Buy
15
+9
+150% +$1.71K ﹤0.01% 1020
2025
Q4 		$1.34K Hold
6
– – ﹤0.01% 895
2025
Q3 		$1.43K Hold
6
– – ﹤0.01% 892
2025
Q2 		$1.46K Buy
6
+4
+200% +$951 ﹤0.01% 677
2025
Q1 		$485 Buy
+2
New +$471 ﹤0.01% 851
2023
Q4 		– Sell
-51
Closed -$9.13K – 416
2023
Q3 		$9.13K Buy
+51
New +$9.03K 0.01% 188

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 $3.37T AUM 44.26% 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

Highline Wealth Partners's BR Position: Q2 2026 in Review

Highline Wealth Partners increased its Broadridge (BR) stake by 347% in Q2 2026, buying an estimated $7.85K and bringing the position to 67 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Highline Wealth Partners first reported a position in BR in Q3 2023 and has held it in 7 quarters since. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Highline Wealth Partners held 67 shares of Broadridge worth $9.18K as of Q2 2026.
  • Highline Wealth Partners bought 52 Broadridge shares in Q2 2026, an estimated $7.85K.
  • Broadridge made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #650 holding.
  • Highline Wealth Partners first reported a position in Broadridge in Q3 2023 and has held it in 7 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.