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Kingswood Wealth Advisors’s Best Buy BBY Stock Holding History

Kingswood 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
-10,416
Closed -$669K – 1006
2026
Q1 		$669K Sell
10,416
-413
-4% -$27.1K 0.03% 476
2025
Q4 		$725K Buy
+10,829
New +$826K 0.04% 421
2024
Q4 		– Sell
-5,342
Closed -$552K – 801
2024
Q3 		$552K Buy
5,342
+1,359
+34% +$122K 0.04% 434
2024
Q2 		$336K Buy
3,983
+35
+0.9% +$2.78K 0.03% 489
2024
Q1 		$324K Sell
3,948
-98
-2% -$7.46K 0.04% 456
2023
Q4 		$317K Buy
+4,046
New +$285K 0.04% 455

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

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

Kingswood Wealth Advisors sold out of Best Buy (BBY) in Q2 2026, closing a stake of 10,416 shares — an estimated $669K sold.

Kingswood Wealth Advisors first reported a position in BBY in Q4 2023 and held it in 6 quarters. The position peaked at $725K in Q4 2025. 862 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining Best Buy position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,416 Best Buy shares in Q2 2026, an estimated $669K.
  • Kingswood Wealth Advisors first reported a position in Best Buy in Q4 2023 and held it in 6 quarters.
  • Kingswood Wealth Advisors's Best Buy position peaked at $725K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.