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Moody Aldrich Partners’s Broadridge BR Stock Holding History

Moody Aldrich Partners’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
Q4 		– Sell
-1,166
Closed -$278K – 188
2025
Q3 		$278K Sell
1,166
-5
-0.4% -$1.25K 0.05% 153
2025
Q2 		$285K Sell
1,171
-25
-2% -$5.94K 0.06% 148
2025
Q1 		$290K Sell
1,196
-456
-28% -$107K 0.06% 143
2024
Q4 		$374K Sell
1,652
-410
-20% -$91.8K 0.07% 143
2024
Q3 		$443K Sell
2,062
-1
-0% -$209 0.08% 134
2024
Q2 		$406K Sell
2,063
-1
-0% -$198 0.08% 138
2024
Q1 		$423K Sell
2,064
-12
-0.6% -$2.42K 0.07% 155
2023
Q4 		$427K Buy
2,076
+5
+0.2% +$922 0.08% 142
2023
Q3 		$372K Buy
2,071
+358
+21% +$63.4K 0.07% 150
2023
Q2 		$284K Sell
1,713
-88
-5% -$13.3K 0.06% 138
2023
Q1 		$264K Sell
1,801
-2
-0.1% -$286 0.05% 145
2022
Q4 		$242K Sell
1,803
-19
-1% -$2.7K 0.05% 147
2022
Q3 		$263K Sell
1,822
-4
-0.2% -$649 0.05% 143
2022
Q2 		$260K Sell
1,826
-20
-1% -$2.9K 0.05% 132
2022
Q1 		$287K Buy
1,846
+453
+33% +$69.5K 0.04% 137
2021
Q4 		$255K Sell
1,393
-19
-1% -$3.34K 0.04% 144
2021
Q3 		$235K Sell
1,412
-1
-0.1% -$170 0.03% 161
2021
Q2 		$228K Sell
1,413
-20
-1% -$3.2K 0.03% 164
2021
Q1 		$219K Buy
+1,433
New +$212K 0.03% 173
2020
Q1 		– Sell
-1,647
Closed -$203K – 137
2019
Q4 		$203K Buy
+1,647
New +$201K 0.04% 149
2019
Q3 		– Sell
-2,793
Closed -$357K – 125
2019
Q2 		$357K Buy
2,793
+700
+33% +$84.3K 0.09% 107
2019
Q1 		$217K Sell
2,093
-4
-0.2% -$401 0.06% 99
2018
Q4 		$202K Sell
2,097
-12
-0.6% -$1.3K 0.07% 91
2018
Q3 		$278K Sell
2,109
-135
-6% -$17.1K 0.08% 92
2018
Q2 		$258K Sell
2,244
-5
-0.2% -$564 0.09% 90
2018
Q1 		$247K Hold
2,249
– – 0.16% 84
2017
Q4 		$204K Buy
+2,249
New +$196K 0.17% 89

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Moody Aldrich Partners's BR Position: Q4 2025 in Review

Moody Aldrich Partners sold out of Broadridge (BR) in Q4 2025, closing a stake of 1,166 shares — an estimated $278K sold.

Moody Aldrich Partners first reported a position in BR in Q4 2017 and held it in 27 quarters. The position peaked at $443K in Q3 2024. 1,137 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Moody Aldrich Partners reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Moody Aldrich Partners sold 1,166 Broadridge shares in Q4 2025, an estimated $278K.
  • Moody Aldrich Partners first reported a position in Broadridge in Q4 2017 and held it in 27 quarters.
  • Moody Aldrich Partners's Broadridge position peaked at $443K in Q3 2024.
  • 1,137 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Moody Aldrich Partners's 13F filing for Q4 2025, filed 30 Jan 2026.