Modus Advisors’s Braze BRZE Stock Holding History

Modus Advisors’s Portfolio BRZE Stock Details BRZE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,031	Closed	-$207K	–	143
2025 Q4	$207K	Buy	+6,031	New	+$179K	0.05%	117
2025 Q2	–	Sell	-6,031	Closed	-$218K	–	112
2025 Q1	$218K	Hold	6,031	–	–	0.07%	101
2024 Q4	$253K	Buy	+6,031	New	+$219K	0.08%	105
2024 Q3	–	Sell	-6,031	Closed	-$234K	–	114
2024 Q2	$234K	Hold	6,031	–	–	0.08%	99
2024 Q1	$267K	Hold	6,031	–	–	0.1%	97
2023 Q4	$320K	Hold	6,031	–	–	0.13%	90
2023 Q3	$282K	Hold	6,031	–	–	0.12%	93
2023 Q2	$264K	Hold	6,031	–	–	0.11%	92
2023 Q1	$208K	Buy	+6,031	New	+$188K	0.1%	99

Other funds holding BRZE

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Modus Advisors's BRZE Position: Q1 2026 in Review

Modus Advisors sold out of Braze (BRZE) in Q1 2026, closing a stake of 6,031 shares — an estimated $207K sold.

Modus Advisors first reported a position in BRZE in Q1 2023 and held it in 9 quarters. The position peaked at $320K in Q4 2023. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

Modus Advisors reported no remaining Braze position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 6,031 Braze shares in Q1 2026, an estimated $207K.
Modus Advisors first reported a position in Braze in Q1 2023 and held it in 9 quarters.
Modus Advisors's Braze position peaked at $320K in Q4 2023.
257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.