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Orion Portfolio Solutions’s Broadridge BR Stock Holding History

Orion Portfolio Solutions’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$3.69M Sell
15,210
-1,017
-6% -$239K 0.04% 444
2024
Q4 		$3.67M Buy
16,227
+18
+0.1% +$4.03K 0.04% 419
2024
Q3 		$3.49M Sell
16,209
-639
-4% -$134K 0.03% 441
2024
Q2 		$3.32M Sell
16,848
-41
-0.2% -$8.13K 0.04% 428
2024
Q1 		$3.46M Sell
16,889
-208
-1% -$41.9K 0.04% 430
2023
Q4 		$3.42M Sell
17,097
-1,993
-10% -$368K 0.04% 403
2023
Q3 		$3.42M Sell
19,090
-1,502
-7% -$266K 0.04% 396
2023
Q2 		$3.41M Sell
20,592
-657
-3% -$99.4K 0.04% 438
2023
Q1 		$3.11M Buy
21,249
+19,188
+931% +$2.75M 0.04% 417
2022
Q4 		$276K Buy
2,061
+645
+46% +$91.6K 0.01% 690
2022
Q3 		$204K Buy
+1,416
New +$230K 0.01% 697
2020
Q3 		– Sell
-408
Closed -$51K – 637
2020
Q2 		$51K Sell
408
-50
-11% -$5.79K ﹤0.01% 696
2020
Q1 		$43K Sell
458
-30
-6% -$3.42K ﹤0.01% 621
2019
Q4 		$60K Buy
+488
New +$59.7K ﹤0.01% 518

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Orion Portfolio Solutions's BR Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Broadridge (BR) stake by 6.3% in Q1 2025, selling an estimated $239K and leaving 15,210 shares worth $3.69M. The position accounts for 0.04% of the portfolio, ranked #444.

Orion Portfolio Solutions first reported a position in BR in Q4 2019 and has held it in 14 quarters since. 1,107 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Orion Portfolio Solutions held 15,210 shares of Broadridge worth $3.69M as of Q1 2025.
  • Orion Portfolio Solutions sold 1,017 Broadridge shares in Q1 2025, an estimated $239K.
  • Broadridge made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #444 holding.
  • Orion Portfolio Solutions first reported a position in Broadridge in Q4 2019 and has held it in 14 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.