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Parkworth Wealth Management’s Brunswick BC Stock Holding History

Parkworth Wealth Management’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2
Closed -$108 – 1358
2025
Q1 		$108 Hold
2
– – ﹤0.01% 916
2024
Q4 		$129 Buy
+2
New +$157 ﹤0.01% 913

Other funds holding BC

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Parkworth Wealth Management's BC Position: Q2 2025 in Review

Parkworth Wealth Management sold out of Brunswick (BC) in Q2 2025, closing a stake of 2 shares — an estimated $108 sold.

Parkworth Wealth Management first reported a position in BC in Q4 2024 and held it in 2 quarters. The position peaked at $129 in Q4 2024. 392 funds tracked by Wall St. Rank hold BC as of Q2 2025.

  • Parkworth Wealth Management reported no remaining Brunswick position as of Q2 2025 after selling out during the quarter.
  • Parkworth Wealth Management sold 2 Brunswick shares in Q2 2025, an estimated $108.
  • Parkworth Wealth Management first reported a position in Brunswick in Q4 2024 and held it in 2 quarters.
  • Parkworth Wealth Management's Brunswick position peaked at $129 in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Brunswick as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.