Measured Wealth Private Client Group’s Broadridge BR Stock Holding History

Measured Wealth Private Client Group’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	$26.4K	Sell	193 -161	-45%	-$24.3K	0.01%	436
2026 Q1	$57.5K	Buy	354 +30	+9%	+$5.7K	0.02%	281
2025 Q4	$72.3K	Hold	324	–	–	0.02%	272
2025 Q3	$77.2K	Buy	+324	New	+$80.7K	0.02%	259
2019 Q3	–	Sell	-2,473	Closed	-$316K	–	146
2019 Q2	$316K	Sell	2,473 -70	-3%	-$8.43K	0.18%	122
2019 Q1	$264K	Buy	+2,543	New	+$255K	0.16%	140
2018 Q4	–	Sell	-3,661	Closed	-$484K	–	179
2018 Q3	$484K	Buy	3,661 +703	+24%	+$89.2K	0.29%	51
2018 Q2	$340K	Buy	+2,958	New	+$334K	0.28%	82

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Measured Wealth Private Client Group's BR Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Broadridge (BR) stake by 45% in Q2 2026, selling an estimated $24.3K and leaving 193 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #436.

Measured Wealth Private Client Group first reported a position in BR in Q2 2018 and has held it in 8 quarters since. The position peaked at $484K in Q3 2018. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Measured Wealth Private Client Group held 193 shares of Broadridge worth $26.4K as of Q2 2026.
Measured Wealth Private Client Group sold 161 Broadridge shares in Q2 2026, an estimated $24.3K.
Broadridge made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #436 holding.
Measured Wealth Private Client Group first reported a position in Broadridge in Q2 2018 and has held it in 8 quarters since.
Measured Wealth Private Client Group's Broadridge position peaked at $484K in Q3 2018.
1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.