Obermeyer Wealth Partners’s Bright Horizons BFAM Stock Holding History

Obermeyer Wealth Partners’s Portfolio BFAM Stock Details BFAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,000	Closed	-$217K	–	292
2025 Q3	$217K	Hold	2,000	–	–	0.01%	274
2025 Q2	$247K	Buy	2,000 +36	+2%	+$4.42K	0.01%	246
2025 Q1	$250K	Sell	1,964 -78	-4%	-$9.57K	0.01%	223
2024 Q4	$226K	Buy	2,042 +14	+0.7%	+$1.68K	0.01%	233
2024 Q3	$284K	Hold	2,028	–	–	0.02%	209
2024 Q2	$223K	Hold	2,028	–	–	0.01%	225
2024 Q1	$230K	Buy	+2,028	New	+$214K	0.01%	226
2022 Q2	–	Sell	-281,098	Closed	-$37.3M	–	210
2022 Q1	$37.3M	Buy	281,098 +4,112	+1%	+$534K	2.23%	23
2021 Q4	$34.9M	Buy	276,986 +7,462	+3%	+$1.04M	1.87%	27
2021 Q3	$37.6M	Buy	269,524 +7,536	+3%	+$1.11M	2.08%	29
2021 Q2	$38.5M	Buy	261,988 +6,554	+3%	+$980K	2.14%	26
2021 Q1	$43.8M	Buy	255,434 +2,390	+0.9%	+$394K	2.69%	17
2020 Q4	$43.8M	Sell	253,044 -1,168	-0.5%	-$191K	2.91%	13
2020 Q3	$38.6M	Buy	254,212 +167,854	+194%	+$21.1M	2.89%	16
2020 Q2	$10.1M	Buy	86,358 +3,370	+4%	+$385K	0.86%	31
2020 Q1	$8.46M	Buy	+82,988	New	+$12.2M	0.9%	31

Other funds holding BFAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Obermeyer Wealth Partners's BFAM Position: Q4 2025 in Review

Obermeyer Wealth Partners sold out of Bright Horizons (BFAM) in Q4 2025, closing a stake of 2,000 shares — an estimated $217K sold.

Obermeyer Wealth Partners first reported a position in BFAM in Q1 2020 and held it in 16 quarters. The position peaked at $43.8M in Q1 2021. 405 funds tracked by Wall St. Rank hold BFAM as of Q4 2025.

Obermeyer Wealth Partners reported no remaining Bright Horizons position as of Q4 2025 after selling out during the quarter.
Obermeyer Wealth Partners sold 2,000 Bright Horizons shares in Q4 2025, an estimated $217K.
Obermeyer Wealth Partners first reported a position in Bright Horizons in Q1 2020 and held it in 16 quarters.
Obermeyer Wealth Partners's Bright Horizons position peaked at $43.8M in Q1 2021.
405 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.