MWM
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MorganRosel Wealth Management’s Broadridge BR Stock Holding History

MorganRosel 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
Q4 		– Sell
-2,956
Closed -$704K – 113
2025
Q3 		$704K Sell
2,956
-2,015
-41% -$502K 0.18% 81
2025
Q2 		$1.21M Buy
4,971
+971
+24% +$231K 0.33% 50
2025
Q1 		$970K Buy
4,000
+602
+18% +$142K 0.29% 57
2024
Q4 		$768K Buy
3,398
+645
+23% +$144K 0.25% 72
2024
Q3 		$592K Sell
2,753
-354
-11% -$74K 0.2% 76
2024
Q2 		$612K Sell
3,107
-1,031
-25% -$205K 0.22% 75
2024
Q1 		$848K Buy
+4,138
New +$835K 0.3% 62

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State Street
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Morgan Stanley
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B 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