NWWA
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New Wave Wealth Advisors’s Best Buy BBY Stock Holding History

New Wave Wealth Advisors’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,222
Closed -$476K – 184
2025
Q3 		$476K Buy
6,222
+196
+3% +$14.1K 0.19% 87
2025
Q2 		$405K Buy
+6,026
New +$409K 0.17% 82
2025
Q1 		– Sell
-13
Closed -$1.11K – 184
2024
Q4 		$1.11K Buy
+13
New +$1.19K ﹤0.01% 614

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

New Wave Wealth Advisors's BBY Position: Q4 2025 in Review

New Wave Wealth Advisors sold out of Best Buy (BBY) in Q4 2025, closing a stake of 6,222 shares — an estimated $476K sold.

New Wave Wealth Advisors first reported a position in BBY in Q4 2024 and held it in 3 quarters. The position peaked at $476K in Q3 2025. 912 funds tracked by Wall St. Rank hold BBY as of Q4 2025.

  • New Wave Wealth Advisors reported no remaining Best Buy position as of Q4 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 6,222 Best Buy shares in Q4 2025, an estimated $476K.
  • New Wave Wealth Advisors first reported a position in Best Buy in Q4 2024 and held it in 3 quarters.
  • New Wave Wealth Advisors's Best Buy position peaked at $476K in Q3 2025.
  • 912 funds tracked by Wall St. Rank held Best Buy as of Q4 2025.

Based on New Wave Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.