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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invera Wealth Advisors's BBY Position: Q1 2026 in Review

Invera Wealth Advisors increased its Best Buy (BBY) stake by 3.8% in Q1 2026, buying an estimated $13.9K and bringing the position to 5,830 shares worth $374K. The position accounts for 0.24% of the portfolio, ranked #82.

Invera Wealth Advisors first reported a position in BBY in Q4 2023 and has held it in 4 quarters since. The position peaked at $515K in Q4 2023. 860 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

  • Invera Wealth Advisors held 5,830 shares of Best Buy worth $374K as of Q1 2026.
  • Invera Wealth Advisors bought 212 Best Buy shares in Q1 2026, an estimated $13.9K.
  • Best Buy made up 0.24% of Invera Wealth Advisors's portfolio in Q1 2026, its #82 holding.
  • Invera Wealth Advisors first reported a position in Best Buy in Q4 2023 and has held it in 4 quarters since.
  • Invera Wealth Advisors's Best Buy position peaked at $515K in Q4 2023.
  • 860 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.