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Mindset Wealth Management’s Broadridge BR Stock Holding History

Mindset Wealth 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
2025
Q1 		– Sell
-1,971
Closed -$446K – 150
2024
Q4 		$446K Buy
1,971
+54
+3% +$12.1K 0.16% 70
2024
Q3 		$412K Buy
+1,917
New +$401K 0.17% 73

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Mindset Wealth Management's BR Position: Q1 2025 in Review

Mindset Wealth Management sold out of Broadridge (BR) in Q1 2025, closing a stake of 1,971 shares — an estimated $446K sold.

Mindset Wealth Management first reported a position in BR in Q3 2024 and held it in 2 quarters. The position peaked at $446K in Q4 2024. 1,107 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Mindset Wealth Management reported no remaining Broadridge position as of Q1 2025 after selling out during the quarter.
  • Mindset Wealth Management sold 1,971 Broadridge shares in Q1 2025, an estimated $446K.
  • Mindset Wealth Management first reported a position in Broadridge in Q3 2024 and held it in 2 quarters.
  • Mindset Wealth Management's Broadridge position peaked at $446K in Q4 2024.
  • 1,107 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Mindset Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.