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Laird Norton Wetherby Wealth Management’s Broadridge BR Stock Holding History

Laird Norton Wetherby 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
Q3 		$1.5M Sell
6,297
-24
-0.4% -$5.98K 0.06% 286
2025
Q2 		$1.54M Buy
+6,321
New +$1.5M 0.07% 264
2024
Q4 		$489K Sell
2,164
-59
-3% -$13.2K 0.02% 538
2024
Q3 		$478K Sell
2,223
-24
-1% -$5.02K 0.02% 576
2024
Q2 		$443K Sell
2,247
-54
-2% -$10.7K 0.02% 579
2024
Q1 		$471K Sell
2,301
-116
-5% -$23.4K 0.02% 579
2023
Q4 		$497K Sell
2,417
-42
-2% -$7.75K 0.03% 549
2023
Q3 		$440K Sell
2,459
-72
-3% -$12.8K 0.03% 564
2023
Q2 		$419K Buy
2,531
+47
+2% +$7.11K 0.02% 605
2023
Q1 		$364K Buy
2,484
+53
+2% +$7.58K 0.02% 638
2022
Q4 		$326K Sell
2,431
-695
-22% -$98.7K 0.02% 655
2022
Q3 		$451K Buy
3,126
+557
+22% +$90.4K 0.03% 533
2022
Q2 		$366K Sell
2,569
-24
-0.9% -$3.48K 0.03% 612
2022
Q1 		$404K Sell
2,593
-17
-0.7% -$2.61K 0.02% 581
2021
Q4 		$477K Buy
2,610
+180
+7% +$31.6K 0.03% 545
2021
Q3 		$405K Sell
2,430
-40
-2% -$6.81K 0.03% 582
2021
Q2 		$399K Buy
2,470
+47
+2% +$7.51K 0.02% 598
2021
Q1 		$371K Sell
2,423
-160
-6% -$23.6K 0.03% 530
2020
Q4 		$396K Buy
2,583
+4
+0.2% +$580 0.03% 540
2020
Q3 		$340K Sell
2,579
-86
-3% -$11.5K 0.03% 487
2020
Q2 		$336K Sell
2,665
-138
-5% -$16K 0.03% 471
2020
Q1 		$265K Buy
+2,803
New +$320K 0.03% 484
2019
Q4 		– Sell
-2,065
Closed -$257K – 703
2019
Q3 		$257K Buy
2,065
+56
+3% +$7.21K 0.03% 591
2019
Q2 		$257K Sell
2,009
-15
-0.7% -$1.81K 0.03% 582
2019
Q1 		$210K Sell
2,024
-59
-3% -$5.92K 0.03% 608
2018
Q4 		$200K Buy
2,083
+57
+3% +$6.17K 0.03% 588
2018
Q3 		$267K Buy
2,026
+151
+8% +$19.2K 0.03% 531
2018
Q2 		$216K Sell
1,875
-24
-1% -$2.71K 0.03% 580
2018
Q1 		$208K Sell
1,899
-311
-14% -$30.9K 0.03% 597
2017
Q4 		$200K Buy
+2,210
New +$193K 0.03% 601

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BR Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Broadridge (BR) stake by 0.38% in Q3 2025, selling an estimated $5.98K and leaving 6,297 shares worth $1.5M. The position accounts for 0.06% of the portfolio, ranked #286.

Laird Norton Wetherby Wealth Management first reported a position in BR in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.54M in Q2 2025. 1,105 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 6,297 shares of Broadridge worth $1.5M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 24 Broadridge shares in Q3 2025, an estimated $5.98K.
  • Broadridge made up 0.06% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #286 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Broadridge in Q4 2017 and has held it in 30 quarters since.
  • Laird Norton Wetherby Wealth Management's Broadridge position peaked at $1.54M in Q2 2025.
  • 1,105 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.