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Osmosis Investment Management UK’s Broadridge BR Stock Holding History

Osmosis Investment Management UK’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
2026
Q2 		$339K Sell
2,476
-2,170
-47% -$328K 0.02% 402
2026
Q1 		$759K Buy
4,646
+1,148
+33% +$218K 0.02% 353
2025
Q4 		$784K Buy
+3,498
New +$798K 0.02% 307

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Osmosis Investment Management UK's BR Position: Q2 2026 in Review

Osmosis Investment Management UK reduced its Broadridge (BR) stake by 47% in Q2 2026, selling an estimated $328K and leaving 2,476 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #402.

Osmosis Investment Management UK first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $784K in Q4 2025. 1,015 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Osmosis Investment Management UK held 2,476 shares of Broadridge worth $339K as of Q2 2026.
  • Osmosis Investment Management UK sold 2,170 Broadridge shares in Q2 2026, an estimated $328K.
  • Broadridge made up 0.02% of Osmosis Investment Management UK's portfolio in Q2 2026, its #402 holding.
  • Osmosis Investment Management UK first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Osmosis Investment Management UK's Broadridge position peaked at $784K in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Osmosis Investment Management UK's 13F filing for Q2 2026, filed 13 Aug 2026.