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Peterson Wealth Services’s Brunswick BC Stock Holding History

Peterson Wealth Services’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
2026
Q2 		$1.24M Buy
14,771
+333
+2% +$26.7K 0.27% 68
2026
Q1 		$1.05M Buy
14,438
+931
+7% +$75.1K 0.26% 68
2025
Q4 		$1M Buy
13,507
+1,829
+16% +$124K 0.26% 66
2025
Q3 		$867K Sell
11,678
-1,688
-13% -$105K 0.21% 71
2025
Q2 		$738K Sell
13,366
-233
-2% -$11.8K 0.2% 77
2025
Q1 		$732K Buy
13,599
+331
+2% +$20.7K 0.23% 64
2024
Q4 		$858K Buy
13,268
+847
+7% +$66.4K 0.26% 72
2024
Q3 		$1.04M Buy
12,421
+2,175
+21% +$169K 0.33% 64
2024
Q2 		$746K Buy
10,246
+1,370
+15% +$112K 0.26% 76
2024
Q1 		$857K Buy
8,876
+5,035
+131% +$442K 0.31% 60
2023
Q4 		$372K Buy
+3,841
New +$305K 0.16% 71

Other funds holding BC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Peterson Wealth Services's BC Position: Q2 2026 in Review

Peterson Wealth Services increased its Brunswick (BC) stake by 2.3% in Q2 2026, buying an estimated $26.7K and bringing the position to 14,771 shares worth $1.24M. The position accounts for 0.27% of the portfolio, ranked #68.

Peterson Wealth Services first reported a position in BC in Q4 2023 and has held it in 11 quarters since. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Peterson Wealth Services held 14,771 shares of Brunswick worth $1.24M as of Q2 2026.
  • Peterson Wealth Services bought 333 Brunswick shares in Q2 2026, an estimated $26.7K.
  • Brunswick made up 0.27% of Peterson Wealth Services's portfolio in Q2 2026, its #68 holding.
  • Peterson Wealth Services first reported a position in Brunswick in Q4 2023 and has held it in 11 quarters since.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.