IRAG
BBU

Investment Research & Advisory Group’s Brookfield Business Partners BBU Stock Holding History

Investment Research & Advisory Group’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-30
Closed -$1.06K – 279
2025
Q4 		$1.06K Hold
30
– – ﹤0.01% 253
2025
Q3 		$978 Hold
30
– – ﹤0.01% 231
2025
Q2 		$778 Hold
30
– – ﹤0.01% 227
2025
Q1 		$704 Hold
30
– – ﹤0.01% 233
2024
Q4 		$703 Hold
30
– – ﹤0.01% 196
2024
Q3 		$699 Hold
30
– – ﹤0.01% 196
2024
Q2 		$566 Hold
30
– – ﹤0.01% 196
2024
Q1 		$663 Hold
30
– – ﹤0.01% 197
2023
Q4 		$617 Hold
30
– – ﹤0.01% 203
2023
Q3 		$456 Hold
30
– – ﹤0.01% 200
2023
Q2 		$517 Hold
30
– – ﹤0.01% 205
2023
Q1 		$559 Hold
30
– – ﹤0.01% 179
2022
Q4 		$509 Buy
+30
New +$582 ﹤0.01% 180
2022
Q1 		– Sell
-47
Closed -$1K – 188
2021
Q4 		$1K Buy
+47
New +$1.42K ﹤0.01% 190

Other funds holding BBU

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Investment Research & Advisory Group's BBU Position: Q1 2026 in Review

Investment Research & Advisory Group sold out of Brookfield Business Partners (BBU) in Q1 2026, closing a stake of 30 shares — an estimated $1.06K sold.

Investment Research & Advisory Group first reported a position in BBU in Q4 2021 and held it in 14 quarters. The position peaked at $1.06K in Q4 2025. 2 funds tracked by Wall St. Rank hold BBU as of Q1 2026.

  • Investment Research & Advisory Group reported no remaining Brookfield Business Partners position as of Q1 2026 after selling out during the quarter.
  • Investment Research & Advisory Group sold 30 Brookfield Business Partners shares in Q1 2026, an estimated $1.06K.
  • Investment Research & Advisory Group first reported a position in Brookfield Business Partners in Q4 2021 and held it in 14 quarters.
  • Investment Research & Advisory Group's Brookfield Business Partners position peaked at $1.06K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2026.

Based on Investment Research & Advisory Group's 13F filing for Q1 2026, filed 20 Apr 2026.