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IHT Wealth Management’s Broadridge BR Stock Holding History

IHT Wealth Management’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
2025
Q2 		– Sell
-888
Closed -$215K – 1155
2025
Q1 		$215K Buy
+888
New +$209K 0.01% 999
2024
Q4 		– Sell
-1,340
Closed -$288K – 1090
2024
Q3 		$288K Buy
+1,340
New +$280K 0.01% 925
2018
Q2 		– Sell
-288
Closed -$31K – 538
2018
Q1 		$31K Hold
288
– – 0.01% 823
2017
Q4 		$27K Hold
288
– – 0.01% 895
2017
Q3 		$24K Sell
288
-44
-13% -$3.39K 0.01% 715
2017
Q2 		$2K Buy
332
+204
+159% +$14.7K ﹤0.01% 1205
2017
Q1 		$9K Sell
128
-146
-53% -$9.9K 0.01% 866
2016
Q4 		$18K Buy
+274
New +$17.8K 0.01% 666

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

IHT Wealth Management's BR Position: Q2 2025 in Review

IHT Wealth Management sold out of Broadridge (BR) in Q2 2025, closing a stake of 888 shares — an estimated $215K sold.

IHT Wealth Management first reported a position in BR in Q4 2016 and held it in 8 quarters. The position peaked at $288K in Q3 2024. 1,098 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • IHT Wealth Management reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
  • IHT Wealth Management sold 888 Broadridge shares in Q2 2025, an estimated $215K.
  • IHT Wealth Management first reported a position in Broadridge in Q4 2016 and held it in 8 quarters.
  • IHT Wealth Management's Broadridge position peaked at $288K in Q3 2024.
  • 1,098 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.