Morton Brown Family Wealth’s The Beachbody Company BODI Stock Holding History

Morton Brown Family Wealth’s Portfolio BODI Stock Details BODI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-20	Closed	-$150	–	338
2025 Q1	$150	Hold	20	–	–	﹤0.01%	309
2024 Q4	$123	Hold	20	–	–	﹤0.01%	275
2024 Q3	$114	Hold	20	–	–	﹤0.01%	267
2024 Q2	$154	Hold	20	–	–	﹤0.01%	215
2024 Q1	$192	Hold	20	–	–	﹤0.01%	210
2023 Q4	$166	Hold	20	–	–	﹤0.01%	278
2023 Q3	$295	Hold	20	–	–	﹤0.01%	173
2023 Q2	$419	Hold	20	–	–	﹤0.01%	168
2023 Q1	$482	Hold	20	–	–	﹤0.01%	285
2022 Q4	$526	Hold	20	–	–	﹤0.01%	148
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	202
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	260
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	131
2021 Q4	$2K	Buy	+20	New	+$3.86K	﹤0.01%	176

Other funds holding BODI

Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MSA Advisors Santa Monica, California $333M AUM 8.79% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morton Brown Family Wealth's BODI Position: Q2 2025 in Review

Morton Brown Family Wealth sold out of The Beachbody Company (BODI) in Q2 2025, closing a stake of 20 shares — an estimated $150 sold.

Morton Brown Family Wealth first reported a position in BODI in Q4 2021 and held it in 14 quarters. The position peaked at $2K in Q1 2022. 41 funds tracked by Wall St. Rank hold BODI as of Q2 2025.

Morton Brown Family Wealth reported no remaining The Beachbody Company position as of Q2 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 20 The Beachbody Company shares in Q2 2025, an estimated $150.
Morton Brown Family Wealth first reported a position in The Beachbody Company in Q4 2021 and held it in 14 quarters.
Morton Brown Family Wealth's The Beachbody Company position peaked at $2K in Q1 2022.
41 funds tracked by Wall St. Rank held The Beachbody Company as of Q2 2025.

Based on Morton Brown Family Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.