Iron Horse Wealth Management’s Broadridge BR Stock Holding History

Iron Horse Wealth Management’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.16K	Hold	13	–	–	﹤0.01%	428
2025 Q1	$3.15K	Sell	13 -14	-52%	-$3.29K	﹤0.01%	415
2024 Q4	$6.1K	Hold	27	–	–	﹤0.01%	288
2024 Q3	$5.81K	Hold	27	–	–	﹤0.01%	288
2024 Q2	$5.32K	Hold	27	–	–	﹤0.01%	267
2024 Q1	$5.53K	Hold	27	–	–	﹤0.01%	247
2023 Q4	$5.55K	Hold	27	–	–	﹤0.01%	251
2023 Q3	$4.83K	Buy	27 +13	+93%	+$2.3K	﹤0.01%	263
2023 Q2	$2.32K	Hold	14	–	–	﹤0.01%	217
2023 Q1	$2.05K	Buy	+14	New	+$2K	﹤0.01%	253

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Iron Horse Wealth Management's BR Position: Q2 2025 in Review

Iron Horse Wealth Management held its Broadridge (BR) position steady in Q2 2025 at 13 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Iron Horse Wealth Management first reported a position in BR in Q1 2023 and has held it in 10 quarters since. The position peaked at $6.1K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold BR as of Q2 2025.

Iron Horse Wealth Management held 13 shares of Broadridge worth $3.16K as of Q2 2025.
Iron Horse Wealth Management left its Broadridge share count unchanged in Q2 2025.
Broadridge made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #428 holding.
Iron Horse Wealth Management first reported a position in Broadridge in Q1 2023 and has held it in 10 quarters since.
Iron Horse Wealth Management's Broadridge position peaked at $6.1K in Q4 2024.
1,098 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.