MWM
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Moran Wealth Management’s Brady Corp BRC Stock Holding History

Moran Wealth Management’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-83,133
Closed -$6.14M – 444
2024
Q4 		$6.14M Sell
83,133
-216
-0.3% -$16.1K 0.2% 142
2024
Q3 		$6.39M Buy
83,349
+548
+0.7% +$39K 0.2% 145
2024
Q2 		$5.47M Buy
82,801
+546
+0.7% +$34.2K 0.18% 162
2024
Q1 		$4.88M Buy
82,255
+1,422
+2% +$84.8K 0.16% 176
2023
Q4 		$4.74M Buy
80,833
+1,262
+2% +$69.6K 0.17% 175
2023
Q3 		$4.37M Buy
79,571
+1,513
+2% +$77.9K 0.17% 165
2023
Q2 		$3.71M Sell
78,058
-278
-0.4% -$14K 0.14% 181
2023
Q1 		$4.21M Buy
78,336
+16,466
+27% +$862K 0.16% 169
2022
Q4 		$2.91M Buy
+61,870
New +$2.84M 0.11% 187

Other funds holding BRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return