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
Q2 		$220K Buy
1,607
+2
+0.1% +$302 0.01% 389
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 $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

Icon Wealth Advisors's BR Position: Q2 2026 in Review

Icon Wealth Advisors increased its Broadridge (BR) stake by 0.12% in Q2 2026, buying an estimated $302 and bringing the position to 1,607 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #389.

Icon Wealth Advisors first reported a position in BR in Q2 2024 and has held it in 9 quarters since. The position peaked at $845K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Icon Wealth Advisors held 1,607 shares of Broadridge worth $220K as of Q2 2026.
  • Icon Wealth Advisors bought 2 Broadridge shares in Q2 2026, an estimated $302.
  • Broadridge made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #389 holding.
  • Icon Wealth Advisors first reported a position in Broadridge in Q2 2024 and has held it in 9 quarters since.
  • Icon Wealth Advisors's Broadridge position peaked at $845K in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.