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Mount Yale Investment Advisors’s Braze BRZE Stock Holding History

Mount Yale Investment Advisors’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$351K Buy
16,188
+4,054
+33% +$90.3K 0.01% 920
2026
Q1 		$286K Buy
+12,134
New +$262K 0.01% 911

Other funds holding BRZE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Mount Yale Investment Advisors's BRZE Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Braze (BRZE) stake by 33% in Q2 2026, buying an estimated $90.3K and bringing the position to 16,188 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #920.

Mount Yale Investment Advisors first reported a position in BRZE in Q1 2026 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Mount Yale Investment Advisors held 16,188 shares of Braze worth $351K as of Q2 2026.
  • Mount Yale Investment Advisors bought 4,054 Braze shares in Q2 2026, an estimated $90.3K.
  • Braze made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #920 holding.
  • Mount Yale Investment Advisors first reported a position in Braze in Q1 2026 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.