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Moseley Investment Management’s Broadridge BR Stock Holding History

Moseley Investment 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
2026
Q1 		– Sell
-1,010
Closed -$225K – 165
2025
Q4 		$225K Hold
1,010
– – 0.07% 153
2025
Q3 		$241K Hold
1,010
– – 0.07% 154
2025
Q2 		$245K Hold
1,010
– – 0.08% 141
2025
Q1 		$245K Hold
1,010
– – 0.1% 132
2024
Q4 		$228K Hold
1,010
– – 0.09% 138
2024
Q3 		$217K Buy
+1,010
New +$211K 0.09% 146
2024
Q2 		– Sell
-1,010
Closed -$207K – 148
2024
Q1 		$207K Hold
1,010
– – 0.1% 144
2023
Q4 		$208K Buy
+1,010
New +$186K 0.12% 141

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moseley Investment Management's BR Position: Q1 2026 in Review

Moseley Investment Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,010 shares — an estimated $225K sold.

Moseley Investment Management first reported a position in BR in Q4 2023 and held it in 8 quarters. The position peaked at $245K in Q2 2025. 1,061 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Moseley Investment Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Moseley Investment Management sold 1,010 Broadridge shares in Q1 2026, an estimated $225K.
  • Moseley Investment Management first reported a position in Broadridge in Q4 2023 and held it in 8 quarters.
  • Moseley Investment Management's Broadridge position peaked at $245K in Q2 2025.
  • 1,061 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.