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Invera Wealth Advisors’s Best Buy BBY Stock Holding History

Invera Wealth Advisors’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,830
Closed -$374K – 133
2026
Q1 		$374K Buy
5,830
+212
+4% +$13.9K 0.24% 82
2025
Q4 		$376K Buy
+5,618
New +$429K 0.24% 77
2024
Q2 		– Sell
-6,597
Closed -$501K – 54
2024
Q1 		$501K Buy
6,597
+24
+0.4% +$1.83K 0.43% 51
2023
Q4 		$515K Buy
+6,573
New +$463K 0.32% 76

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invera Wealth Advisors's BBY Position: Q2 2026 in Review

Invera Wealth Advisors sold out of Best Buy (BBY) in Q2 2026, closing a stake of 5,830 shares — an estimated $374K sold.

Invera Wealth Advisors first reported a position in BBY in Q4 2023 and held it in 4 quarters. The position peaked at $515K in Q4 2023. 868 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Invera Wealth Advisors reported no remaining Best Buy position as of Q2 2026 after selling out during the quarter.
  • Invera Wealth Advisors sold 5,830 Best Buy shares in Q2 2026, an estimated $374K.
  • Invera Wealth Advisors first reported a position in Best Buy in Q4 2023 and held it in 4 quarters.
  • Invera Wealth Advisors's Best Buy position peaked at $515K in Q4 2023.
  • 868 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.