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MPWM Advisory Solutions’s Brunswick BC Stock Holding History

MPWM Advisory Solutions’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8
Closed -$431 – 553
2025
Q1 		$431 Hold
8
– – ﹤0.01% 667
2024
Q4 		$517 Buy
+8
New +$627 ﹤0.01% 662

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

MPWM Advisory Solutions's BC Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Brunswick (BC) in Q2 2025, closing a stake of 8 shares — an estimated $431 sold.

MPWM Advisory Solutions first reported a position in BC in Q4 2024 and held it in 2 quarters. The position peaked at $517 in Q4 2024. 392 funds tracked by Wall St. Rank hold BC as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Brunswick position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 8 Brunswick shares in Q2 2025, an estimated $431.
  • MPWM Advisory Solutions first reported a position in Brunswick in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Brunswick position peaked at $517 in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Brunswick as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.