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Kaufman Rossin Wealth’s Best Buy BBY Stock Holding History

Kaufman Rossin Wealth’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 		– Sell
-4,204
Closed -$281K – 109
2025
Q4 		$281K Buy
4,204
+25
+0.6% +$1.91K 0.15% 113
2025
Q3 		$316K Buy
+4,179
New +$300K 0.17% 92
2025
Q2 		– Sell
-4,297
Closed -$316K – 147
2025
Q1 		$316K Buy
+4,297
New +$354K 0.23% 85

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

Kaufman Rossin Wealth's BBY Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Best Buy (BBY) in Q1 2026, closing a stake of 4,204 shares — an estimated $281K sold.

Kaufman Rossin Wealth first reported a position in BBY in Q1 2025 and held it in 3 quarters. The position peaked at $316K in Q1 2025. 861 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Best Buy position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 4,204 Best Buy shares in Q1 2026, an estimated $281K.
  • Kaufman Rossin Wealth first reported a position in Best Buy in Q1 2025 and held it in 3 quarters.
  • Kaufman Rossin Wealth's Best Buy position peaked at $316K in Q1 2025.
  • 861 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.