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McMorgan & Co’s BrightView Holdings BV Stock Holding History

McMorgan & Co’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$176K Sell
12,415
-150
-1% -$1.88K 0.03% 35
2026
Q1 		$148K Sell
12,565
-4,845
-28% -$62.7K 0.02% 39
2025
Q4 		$221K Sell
17,410
-104,313
-86% -$1.32M 0.04% 41
2025
Q3 		$1.63M Sell
121,723
-24,753
-17% -$367K 0.25% 44
2025
Q2 		$2.44M Buy
146,476
+3,268
+2% +$48.9K 0.36% 33
2025
Q1 		$1.84M Sell
143,208
-4,280
-3% -$61.3K 0.29% 41
2024
Q4 		$2.36M Sell
147,488
-1,020
-0.7% -$17K 0.36% 39
2024
Q3 		$2.34M Sell
148,508
-24,678
-14% -$358K 0.36% 33
2024
Q2 		$2.3M Buy
173,186
+7,190
+4% +$91.6K 0.37% 36
2024
Q1 		$1.98M Buy
165,996
+5,905
+4% +$53.8K 0.34% 36
2023
Q4 		$1.35M Buy
160,091
+5,585
+4% +$42.5K 0.22% 42
2023
Q3 		$1.2M Buy
154,506
+24,637
+19% +$197K 0.22% 39
2023
Q2 		$932K Buy
129,869
+10,220
+9% +$64.6K 0.18% 45
2023
Q1 		$672K Sell
119,649
-1,950
-2% -$13.2K 0.14% 50
2022
Q4 		$838K Buy
121,599
+5,450
+5% +$42K 0.18% 46
2022
Q3 		$922K Sell
116,149
-3,470
-3% -$37.1K 0.22% 41
2022
Q2 		$1.44M Buy
119,619
+24,255
+25% +$304K 0.32% 31
2022
Q1 		$1.3M Buy
95,364
+910
+1% +$12.3K 0.28% 34
2021
Q4 		$1.33M Buy
94,454
+20,400
+28% +$307K 0.23% 37
2021
Q3 		$1.09M Buy
74,054
+7,680
+12% +$117K 0.22% 34
2021
Q2 		$1.07M Buy
+66,374
New +$1.17M 0.23% 31

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

McMorgan & Co's BV Position: Q2 2026 in Review

McMorgan & Co reduced its BrightView Holdings (BV) stake by 1.2% in Q2 2026, selling an estimated $1.88K and leaving 12,415 shares worth $176K. The position accounts for 0.03% of the portfolio, ranked #35.

McMorgan & Co first reported a position in BV in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.44M in Q2 2025. 184 funds tracked by Wall St. Rank hold BV as of Q2 2026.

  • McMorgan & Co held 12,415 shares of BrightView Holdings worth $176K as of Q2 2026.
  • McMorgan & Co sold 150 BrightView Holdings shares in Q2 2026, an estimated $1.88K.
  • BrightView Holdings made up 0.03% of McMorgan & Co's portfolio in Q2 2026, its #35 holding.
  • McMorgan & Co first reported a position in BrightView Holdings in Q2 2021 and has held it in 21 quarters since.
  • McMorgan & Co's BrightView Holdings position peaked at $2.44M in Q2 2025.
  • 184 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

Based on McMorgan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.