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Intentional Wealth Strategies’s Brunswick BC Stock Holding History

Intentional Wealth Strategies’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-22
Closed -$1.6K – 153
2026
Q1 		$1.6K Buy
+22
New +$1.77K ﹤0.01% 693

Other funds holding BC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Intentional Wealth Strategies's BC Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Brunswick (BC) in Q2 2026, closing a stake of 22 shares — an estimated $1.6K sold.

Intentional Wealth Strategies first reported a position in BC in Q1 2026 and held it in 1 quarter. The position peaked at $1.6K in Q1 2026. 467 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Brunswick position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 22 Brunswick shares in Q2 2026, an estimated $1.6K.
  • Intentional Wealth Strategies first reported a position in Brunswick in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Brunswick position peaked at $1.6K in Q1 2026.
  • 467 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.