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Meeder Advisory Services’s Broadridge BR Stock Holding History

Meeder Advisory Services’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 		$895K Buy
6,532
+3,211
+97% +$485K 0.03% 319
2026
Q1 		$540K Buy
3,321
+500
+18% +$95K 0.02% 380
2025
Q4 		$630K Sell
2,821
-367
-12% -$83.7K 0.03% 353
2025
Q3 		$759K Buy
3,188
+540
+20% +$134K 0.04% 315
2025
Q2 		$644K Buy
2,648
+162
+7% +$38.5K 0.03% 330
2025
Q1 		$603K Sell
2,486
-232
-9% -$54.6K 0.04% 321
2024
Q4 		$615K Buy
2,718
+3
+0.1% +$672 0.04% 312
2024
Q3 		$584K Sell
2,715
-94
-3% -$19.7K 0.04% 305
2024
Q2 		$553K Buy
2,809
+521
+23% +$103K 0.04% 301
2024
Q1 		$469K Buy
2,288
+35
+2% +$7.06K 0.05% 287
2023
Q4 		$464K Buy
2,253
+840
+59% +$155K 0.05% 279
2023
Q3 		$253K Sell
1,413
-169
-11% -$29.9K 0.03% 353
2023
Q2 		$262K Buy
1,582
+150
+10% +$22.7K 0.03% 375
2023
Q1 		$210K Sell
1,432
-528
-27% -$75.6K 0.02% 410
2022
Q4 		$263K Buy
+1,960
New +$278K 0.03% 358

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 $3.38T AUM 44.17% 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

Meeder Advisory Services's BR Position: Q2 2026 in Review

Meeder Advisory Services increased its Broadridge (BR) stake by 97% in Q2 2026, buying an estimated $485K and bringing the position to 6,532 shares worth $895K. The position accounts for 0.03% of the portfolio, ranked #319.

Meeder Advisory Services first reported a position in BR in Q4 2022 and has held it in 15 quarters since. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Meeder Advisory Services held 6,532 shares of Broadridge worth $895K as of Q2 2026.
  • Meeder Advisory Services bought 3,211 Broadridge shares in Q2 2026, an estimated $485K.
  • Broadridge made up 0.03% of Meeder Advisory Services's portfolio in Q2 2026, its #319 holding.
  • Meeder Advisory Services first reported a position in Broadridge in Q4 2022 and has held it in 15 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.