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Marietta Investment Partners’s Broadridge BR Stock Holding History

Marietta Investment Partners’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
2026
Q1 		– Sell
-1,649
Closed -$368K – 163
2025
Q4 		$368K Buy
1,649
+115
+7% +$26.2K 0.07% 131
2025
Q3 		$365K Sell
1,534
-50
-3% -$12.5K 0.07% 139
2025
Q2 		$385K Sell
1,584
-180
-10% -$42.8K 0.08% 131
2025
Q1 		$428K Sell
1,764
-974
-36% -$229K 0.1% 126
2024
Q4 		$619K Sell
2,738
-72
-3% -$16.1K 0.14% 107
2024
Q3 		$604K Buy
2,810
+740
+36% +$155K 0.13% 111
2024
Q2 		$408K Buy
2,070
+740
+56% +$147K 0.09% 123
2024
Q1 		$272K Buy
+1,330
New +$268K 0.06% 149

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marietta Investment Partners's BR Position: Q1 2026 in Review

Marietta Investment Partners sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,649 shares — an estimated $368K sold.

Marietta Investment Partners first reported a position in BR in Q1 2024 and held it in 8 quarters. The position peaked at $619K in Q4 2024. 1,060 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Marietta Investment Partners reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Marietta Investment Partners sold 1,649 Broadridge shares in Q1 2026, an estimated $368K.
  • Marietta Investment Partners first reported a position in Broadridge in Q1 2024 and held it in 8 quarters.
  • Marietta Investment Partners's Broadridge position peaked at $619K in Q4 2024.
  • 1,060 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.