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Meridiem Investment Management’s Broadridge BR Stock Holding History

Meridiem Investment 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 		$436K Sell
3,184
-1,041,799
-100% -$157M 0.01% 31
2026
Q1 		$170M Sell
1,044,983
-40,313
-4% -$7.66M 4.33% 13
2025
Q4 		$242M Sell
1,085,296
-24,059
-2% -$5.49M 5.11% 11
2025
Q3 		$264M Sell
1,109,355
-11,634
-1% -$2.9M 5.06% 10
2025
Q2 		$272M Sell
1,120,989
-2,876
-0.3% -$684K 4.95% 11
2025
Q1 		$272M Buy
1,123,865
+54,669
+5% +$12.9M 4.98% 9
2024
Q4 		$242M Sell
1,069,196
-9,073
-0.8% -$2.03M 4.33% 14
2024
Q3 		$232M Sell
1,078,269
-30,453
-3% -$6.37M 4.12% 14
2024
Q2 		$218M Buy
1,108,722
+70,159
+7% +$13.9M 4.1% 15
2024
Q1 		$213M Buy
1,038,563
+18,030
+2% +$3.64M 4.17% 14
2023
Q4 		$210M Buy
1,020,533
+147,293
+17% +$27.2M 4.53% 14
2023
Q3 		$156M Sell
873,240
-427
-0% -$75.6K 4.19% 14
2023
Q2 		$145M Buy
873,667
+2,180
+0.3% +$330K 3.73% 14
2023
Q1 		$128M Buy
871,487
+35,847
+4% +$5.13M 3.59% 14
2022
Q4 		$112M Buy
835,640
+46,258
+6% +$6.57M 3.48% 15
2022
Q3 		$114M Sell
789,382
-180,234
-19% -$29.3M 3.86% 12
2022
Q2 		$138M Buy
969,616
+132,114
+16% +$19.2M 3.81% 11
2022
Q1 		$130M Buy
837,502
+154,931
+23% +$23.8M 3.69% 12
2021
Q4 		$125M Buy
682,571
+10,720
+2% +$1.88M 3.76% 13
2021
Q3 		$112M Buy
671,851
+18,574
+3% +$3.16M 3.79% 13
2021
Q2 		$106M Buy
653,277
+37,190
+6% +$5.94M 3.83% 13
2021
Q1 		$94.4M Buy
+616,087
New +$91M 3.8% 14

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

Meridiem Investment Management's BR Position: Q2 2026 in Review

Meridiem Investment Management reduced its Broadridge (BR) stake by 100% in Q2 2026, selling an estimated $157M and leaving 3,184 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #31.

Meridiem Investment Management first reported a position in BR in Q1 2021 and has held it in 22 quarters since. The position peaked at $272M in Q1 2025. 1,015 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Meridiem Investment Management held 3,184 shares of Broadridge worth $436K as of Q2 2026.
  • Meridiem Investment Management sold 1,041,799 Broadridge shares in Q2 2026, an estimated $157M.
  • Broadridge made up 0.01% of Meridiem Investment Management's portfolio in Q2 2026, its #31 holding.
  • Meridiem Investment Management first reported a position in Broadridge in Q1 2021 and has held it in 22 quarters since.
  • Meridiem Investment Management's Broadridge position peaked at $272M in Q1 2025.
  • 1,015 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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