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Horizon Investments’s Broadridge BR Stock Holding History

Horizon Investments’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 		$2.05M Buy
14,976
+844
+6% +$127K 0.02% 522
2026
Q1 		$2.3M Buy
14,132
+1,046
+8% +$199K 0.03% 448
2025
Q4 		$2.92M Buy
13,086
+1,372
+12% +$313K 0.04% 380
2025
Q3 		$2.79M Sell
11,714
-181
-2% -$45.1K 0.04% 368
2025
Q2 		$2.89M Buy
11,895
+10,215
+608% +$2.43M 0.05% 300
2025
Q1 		$407K Buy
1,680
+85
+5% +$20K 0.01% 408
2024
Q4 		$361K Buy
1,595
+12
+0.8% +$2.69K 0.01% 422
2024
Q3 		$340K Sell
1,583
-90
-5% -$18.8K 0.01% 427
2024
Q2 		$330K Buy
1,673
+25
+2% +$4.96K 0.01% 436
2024
Q1 		$338K Sell
1,648
-101
-6% -$20.4K 0.01% 428
2023
Q4 		$360K Sell
1,749
-123
-7% -$22.7K 0.01% 387
2023
Q3 		$335K Buy
1,872
+107
+6% +$18.9K 0.01% 383
2023
Q2 		$292K Buy
1,765
+135
+8% +$20.4K 0.01% 418
2023
Q1 		$239K Buy
+1,630
New +$233K 0.01% 461
2022
Q4 		– Sell
-1,428
Closed -$206K – 536
2022
Q3 		$206K Buy
+1,428
New +$232K 0.01% 468
2022
Q2 		– Sell
-1,466
Closed -$228K – 470
2022
Q1 		$228K Buy
+1,466
New +$225K 0.01% 486
2021
Q4 		– Sell
-3,397
Closed -$566K – 487
2021
Q3 		$566K Buy
3,397
+218
+7% +$37.1K 0.01% 296
2021
Q2 		$514K Sell
3,179
-2,061
-39% -$329K 0.02% 311
2021
Q1 		$802K Buy
+5,240
New +$774K 0.03% 235
2019
Q4 		– Sell
-1,728
Closed -$215K – 515
2019
Q3 		$215K Sell
1,728
-1,053
-38% -$136K 0.01% 357
2019
Q2 		$355K Buy
2,781
+849
+44% +$102K 0.01% 327
2019
Q1 		$200K Buy
+1,932
New +$194K 0.01% 426
2018
Q4 		– Sell
-19,548
Closed -$2.58M – 221
2018
Q3 		$2.58M Buy
+19,548
New +$2.48M 0.09% 66

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

Horizon Investments's BR Position: Q2 2026 in Review

Horizon Investments increased its Broadridge (BR) stake by 6% in Q2 2026, buying an estimated $127K and bringing the position to 14,976 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #522.

Horizon Investments first reported a position in BR in Q3 2018 and has held it in 23 quarters since. The position peaked at $2.92M in Q4 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Horizon Investments held 14,976 shares of Broadridge worth $2.05M as of Q2 2026.
  • Horizon Investments bought 844 Broadridge shares in Q2 2026, an estimated $127K.
  • Broadridge made up 0.02% of Horizon Investments's portfolio in Q2 2026, its #522 holding.
  • Horizon Investments first reported a position in Broadridge in Q3 2018 and has held it in 23 quarters since.
  • Horizon Investments's Broadridge position peaked at $2.92M in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.