Motley Fool Asset Management’s Broadridge BR Stock Holding History

Motley Fool Asset 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	$5.07M	Sell	31,225 -3,737	-11%	-$710K	0.22%	95
2025 Q4	$7.8M	Sell	34,962 -1,923	-5%	-$439K	0.3%	78
2025 Q3	$8.78M	Sell	36,885 -1,714	-4%	-$427K	0.36%	57
2025 Q2	$9.38M	Sell	38,599 -833	-2%	-$198K	0.43%	47
2025 Q1	$9.56M	Sell	39,432 -963	-2%	-$227K	0.54%	41
2024 Q4	$9.13M	Sell	40,395 -6,118	-13%	-$1.37M	0.48%	50
2024 Q3	$9.99M	Buy	46,513 +576	+1%	+$120K	0.59%	47
2024 Q2	$9.03M	Sell	45,937 -1,904	-4%	-$378K	0.6%	49
2024 Q1	$9.8M	Sell	47,841 -1,298	-3%	-$262K	0.63%	43
2023 Q4	$10.1M	Sell	49,139 -1,273	-3%	-$235K	0.75%	40
2023 Q3	$9.03M	Sell	50,412 -1,414	-3%	-$250K	0.72%	41
2023 Q2	$8.58M	Sell	51,826 -2,246	-4%	-$340K	0.76%	41
2023 Q1	$7.93M	Buy	54,072 +5,410	+11%	+$774K	0.88%	39
2022 Q4	$6.53M	Sell	48,662 -2,177	-4%	-$309K	0.74%	42
2022 Q3	$7.34M	Sell	50,839 -1,242	-2%	-$202K	0.72%	47
2022 Q2	$7.61M	Sell	52,081 -2,637	-5%	-$383K	0.72%	46
2022 Q1	$8.52M	Sell	54,718 -74	-0.1%	-$11.4K	0.62%	45
2021 Q4	$10M	Sell	54,792 -208	-0.4%	-$36.6K	0.64%	49
2021 Q3	$9.16M	Hold	55,000	–	–	0.6%	49
2021 Q2	$8.88M	Hold	55,000	–	–	0.59%	53
2021 Q1	$8.42M	Hold	55,000	–	–	0.61%	53
2020 Q4	$8.43M	Hold	55,000	–	–	0.63%	49
2020 Q3	$7.26M	Hold	55,000	–	–	0.65%	47
2020 Q2	$6.94M	Hold	55,000	–	–	0.69%	48
2020 Q1	$5.22M	Hold	55,000	–	–	0.68%	47
2019 Q4	$6.79M	Hold	55,000	–	–	0.73%	48
2019 Q3	$6.84M	Hold	55,000	–	–	0.8%	46
2019 Q2	$7.02M	Buy	55,000 +15,000	+38%	+$1.81M	0.78%	45
2019 Q1	$4.15M	Hold	40,000	–	–	0.48%	60
2018 Q4	$3.85M	Hold	40,000	–	–	0.54%	60
2018 Q3	$5.28M	Hold	40,000	–	–	0.64%	48
2018 Q2	$4.6M	Buy	40,000 +15,000	+60%	+$1.69M	0.62%	49
2018 Q1	$2.74M	Buy	+25,000	New	+$2.48M	0.38%	61

Other funds holding BR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Motley Fool Asset Management's BR Position: Q1 2026 in Review

Motley Fool Asset Management reduced its Broadridge (BR) stake by 11% in Q1 2026, selling an estimated $710K and leaving 31,225 shares worth $5.07M. The position accounts for 0.22% of the portfolio, ranked #95.

Motley Fool Asset Management first reported a position in BR in Q1 2018 and has held it in 33 quarters since. The position peaked at $10.1M in Q4 2023. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Motley Fool Asset Management held 31,225 shares of Broadridge worth $5.07M as of Q1 2026.
Motley Fool Asset Management sold 3,737 Broadridge shares in Q1 2026, an estimated $710K.
Broadridge made up 0.22% of Motley Fool Asset Management's portfolio in Q1 2026, its #95 holding.
Motley Fool Asset Management first reported a position in Broadridge in Q1 2018 and has held it in 33 quarters since.
Motley Fool Asset Management's Broadridge position peaked at $10.1M in Q4 2023.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Motley Fool Asset Management's 13F filing for Q1 2026, filed 12 May 2026.