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Institute for Wealth Management’s BellRing Brands BRBR Stock Holding History

Institute for Wealth Management’s Portfolio BRBR Stock Details BRBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,567
Closed -$207K – 565
2025
Q2 		$207K Buy
+3,567
New +$238K 0.02% 533

Other funds holding BRBR

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institute for Wealth Management's BRBR Position: Q3 2025 in Review

Institute for Wealth Management sold out of BellRing Brands (BRBR) in Q3 2025, closing a stake of 3,567 shares — an estimated $207K sold.

Institute for Wealth Management first reported a position in BRBR in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 436 funds tracked by Wall St. Rank hold BRBR as of Q3 2025.

  • Institute for Wealth Management reported no remaining BellRing Brands position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 3,567 BellRing Brands shares in Q3 2025, an estimated $207K.
  • Institute for Wealth Management first reported a position in BellRing Brands in Q2 2025 and held it in 1 quarter.
  • Institute for Wealth Management's BellRing Brands position peaked at $207K in Q2 2025.
  • 436 funds tracked by Wall St. Rank held BellRing Brands as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.