IWA
BR icon

Icon Wealth Advisors’s Broadridge BR Stock Holding History

Icon Wealth Advisors’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
Q1 		$258K Sell
1,605
-1,875
-54% -$356K 0.02% 346
2025
Q4 		$772K Buy
3,480
+3
+0.1% +$684 0.05% 200
2025
Q3 		$828K Hold
3,477
– – 0.06% 197
2025
Q2 		$845K Buy
3,477
+1,599
+85% +$380K 0.06% 188
2025
Q1 		$455K Sell
1,878
-6
-0.3% -$1.41K 0.04% 226
2024
Q4 		$426K Hold
1,884
– – 0.04% 235
2024
Q3 		$405K Hold
1,884
– – 0.03% 239
2024
Q2 		$403K Buy
+1,884
New +$374K 0.04% 239

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Icon Wealth Advisors's BR Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Broadridge (BR) stake by 54% in Q1 2026, selling an estimated $356K and leaving 1,605 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #346.

Icon Wealth Advisors first reported a position in BR in Q2 2024 and has held it in 8 quarters since. The position peaked at $845K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Icon Wealth Advisors held 1,605 shares of Broadridge worth $258K as of Q1 2026.
  • Icon Wealth Advisors sold 1,875 Broadridge shares in Q1 2026, an estimated $356K.
  • Broadridge made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #346 holding.
  • Icon Wealth Advisors first reported a position in Broadridge in Q2 2024 and has held it in 8 quarters since.
  • Icon Wealth Advisors's Broadridge position peaked at $845K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.