MWM
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Moran Wealth Management’s Best Buy BBY Stock Holding History

Moran Wealth Management’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-89,218
Closed -$6.57M – 475
2025
Q1 		$6.57M Buy
89,218
+8,534
+11% +$704K 0.22% 138
2024
Q4 		$6.92M Buy
80,684
+18,255
+29% +$1.67M 0.22% 134
2024
Q3 		$6.45M Buy
+62,429
New +$5.62M 0.2% 142
2023
Q3 		– Sell
-4,061
Closed -$333K – 373
2023
Q2 		$333K Sell
4,061
-797
-16% -$59.5K 0.01% 334
2023
Q1 		$380K Sell
4,858
-70,650
-94% -$5.82M 0.01% 312
2022
Q4 		$6.06M Buy
+75,508
New +$5.56M 0.23% 128

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Moran Wealth Management's BBY Position: Q2 2025 in Review

Moran Wealth Management sold out of Best Buy (BBY) in Q2 2025, closing a stake of 89,218 shares — an estimated $6.57M sold.

Moran Wealth Management first reported a position in BBY in Q4 2022 and held it in 6 quarters. The position peaked at $6.92M in Q4 2024. 814 funds tracked by Wall St. Rank hold BBY as of Q2 2025.

  • Moran Wealth Management reported no remaining Best Buy position as of Q2 2025 after selling out during the quarter.
  • Moran Wealth Management sold 89,218 Best Buy shares in Q2 2025, an estimated $6.57M.
  • Moran Wealth Management first reported a position in Best Buy in Q4 2022 and held it in 6 quarters.
  • Moran Wealth Management's Best Buy position peaked at $6.92M in Q4 2024.
  • 814 funds tracked by Wall St. Rank held Best Buy as of Q2 2025.

Based on Moran Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.