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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

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

MorganRosel Wealth Management's BR Position: Q4 2025 in Review

MorganRosel Wealth Management sold out of Broadridge (BR) in Q4 2025, closing a stake of 2,956 shares — an estimated $704K sold.

MorganRosel Wealth Management first reported a position in BR in Q1 2024 and held it in 7 quarters. The position peaked at $1.21M in Q2 2025. 1,137 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • MorganRosel Wealth Management reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 2,956 Broadridge shares in Q4 2025, an estimated $704K.
  • MorganRosel Wealth Management first reported a position in Broadridge in Q1 2024 and held it in 7 quarters.
  • MorganRosel Wealth Management's Broadridge position peaked at $1.21M in Q2 2025.
  • 1,137 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on MorganRosel Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.