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Maripau Wealth Management’s Broadridge BR Stock Holding History

Maripau 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
2026
Q2 		– Sell
-2,317
Closed -$376K – 179
2026
Q1 		$376K Buy
2,317
+245
+12% +$46.5K 0.17% 108
2025
Q4 		$462K Buy
2,072
+136
+7% +$31K 0.21% 92
2025
Q3 		$461K Sell
1,936
-723
-27% -$180K 0.23% 80
2025
Q2 		$649K Buy
2,659
+332
+14% +$78.9K 0.33% 71
2025
Q1 		$566K Buy
2,327
+475
+26% +$112K 0.32% 70
2024
Q4 		$420K Buy
+1,852
New +$415K 0.25% 85
2024
Q3 		– Sell
-1,027
Closed -$203K – 62
2024
Q2 		$203K Buy
+1,027
New +$204K 0.14% 137

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Maripau Wealth Management's BR Position: Q2 2026 in Review

Maripau Wealth Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 2,317 shares — an estimated $376K sold.

Maripau Wealth Management first reported a position in BR in Q2 2024 and held it in 7 quarters. The position peaked at $649K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Maripau Wealth Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Maripau Wealth Management sold 2,317 Broadridge shares in Q2 2026, an estimated $376K.
  • Maripau Wealth Management first reported a position in Broadridge in Q2 2024 and held it in 7 quarters.
  • Maripau Wealth Management's Broadridge position peaked at $649K in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.