HWP
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Highline Wealth Partners’s BrightView Holdings BV Stock Holding History

Highline Wealth Partners’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-191
Closed -$2.56K – 1080
2025
Q3 		$2.56K Hold
191
– – ﹤0.01% 806
2025
Q2 		$3.18K Hold
191
– – ﹤0.01% 552
2025
Q1 		$2.45K Buy
+191
New +$2.73K ﹤0.01% 594

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Highline Wealth Partners's BV Position: Q4 2025 in Review

Highline Wealth Partners sold out of BrightView Holdings (BV) in Q4 2025, closing a stake of 191 shares — an estimated $2.56K sold.

Highline Wealth Partners first reported a position in BV in Q1 2025 and held it in 3 quarters. The position peaked at $3.18K in Q2 2025. 184 funds tracked by Wall St. Rank hold BV as of Q4 2025.

  • Highline Wealth Partners reported no remaining BrightView Holdings position as of Q4 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 191 BrightView Holdings shares in Q4 2025, an estimated $2.56K.
  • Highline Wealth Partners first reported a position in BrightView Holdings in Q1 2025 and held it in 3 quarters.
  • Highline Wealth Partners's BrightView Holdings position peaked at $3.18K in Q2 2025.
  • 184 funds tracked by Wall St. Rank held BrightView Holdings as of Q4 2025.

Based on Highline Wealth Partners's 13F filing for Q4 2025, filed 15 Jan 2026.