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Oak Harbor Wealth Partners’s Best Buy BBY Stock Holding History

Oak Harbor Wealth Partners’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
Q3 		– Sell
-3,341
Closed -$224K – 256
2025
Q2 		$224K Sell
3,341
-6,283
-65% -$427K 0.06% 183
2025
Q1 		$708K Sell
9,624
-6,808
-41% -$561K 0.2% 103
2024
Q4 		$1.41M Sell
16,432
-143
-0.9% -$13.1K 0.41% 64
2024
Q3 		$1.71M Sell
16,575
-863
-5% -$77.8K 0.49% 56
2024
Q2 		$1.47M Buy
17,438
+770
+5% +$61.1K 0.46% 60
2024
Q1 		$1.37M Buy
16,668
+1,413
+9% +$108K 0.43% 65
2023
Q4 		$1.19M Sell
15,255
-812
-5% -$57.2K 0.4% 67
2023
Q3 		$1.12M Buy
16,067
+1,429
+10% +$110K 0.4% 69
2023
Q2 		$1.2M Buy
14,638
+392
+3% +$29.3K 0.41% 71
2023
Q1 		$1.12M Buy
14,246
+3,270
+30% +$269K 0.41% 68
2022
Q4 		$880K Sell
10,976
-1,915
-15% -$141K 0.34% 66
2022
Q3 		$817K Buy
12,891
+1,370
+12% +$101K 0.32% 70
2022
Q2 		$751K Buy
11,521
+3,339
+41% +$278K 0.3% 74
2022
Q1 		$744K Buy
8,182
+1,980
+32% +$196K 0.24% 84
2021
Q4 		$630K Buy
+6,202
New +$706K 0.22% 88

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Harbor Wealth Partners's BBY Position: Q3 2025 in Review

Oak Harbor Wealth Partners sold out of Best Buy (BBY) in Q3 2025, closing a stake of 3,341 shares — an estimated $224K sold.

Oak Harbor Wealth Partners first reported a position in BBY in Q4 2021 and held it in 15 quarters. The position peaked at $1.71M in Q3 2024. 865 funds tracked by Wall St. Rank hold BBY as of Q3 2025.

  • Oak Harbor Wealth Partners reported no remaining Best Buy position as of Q3 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 3,341 Best Buy shares in Q3 2025, an estimated $224K.
  • Oak Harbor Wealth Partners first reported a position in Best Buy in Q4 2021 and held it in 15 quarters.
  • Oak Harbor Wealth Partners's Best Buy position peaked at $1.71M in Q3 2024.
  • 865 funds tracked by Wall St. Rank held Best Buy as of Q3 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.