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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meeder Advisory Services's BR Position: Q1 2026 in Review

Meeder Advisory Services increased its Broadridge (BR) stake by 18% in Q1 2026, buying an estimated $95K and bringing the position to 3,321 shares worth $540K. The position accounts for 0.02% of the portfolio, ranked #380.

Meeder Advisory Services first reported a position in BR in Q4 2022 and has held it in 14 quarters since. The position peaked at $759K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Meeder Advisory Services held 3,321 shares of Broadridge worth $540K as of Q1 2026.
Meeder Advisory Services bought 500 Broadridge shares in Q1 2026, an estimated $95K.
Broadridge made up 0.02% of Meeder Advisory Services's portfolio in Q1 2026, its #380 holding.
Meeder Advisory Services first reported a position in Broadridge in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's Broadridge position peaked at $759K in Q3 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.