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Peterson Wealth Services’s BrightView Holdings BV Stock Holding History

Peterson Wealth Services’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,040
Closed -$117K – 219
2025
Q2 		$117K Hold
7,040
– – 0.03% 141
2025
Q1 		$90.4K Hold
7,040
– – 0.03% 146
2024
Q4 		$113K Sell
7,040
-581
-8% -$9.68K 0.03% 138
2024
Q3 		$120K Buy
+7,621
New +$110K 0.04% 139

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Peterson Wealth Services's BV Position: Q3 2025 in Review

Peterson Wealth Services sold out of BrightView Holdings (BV) in Q3 2025, closing a stake of 7,040 shares — an estimated $117K sold.

Peterson Wealth Services first reported a position in BV in Q3 2024 and held it in 4 quarters. The position peaked at $120K in Q3 2024. 190 funds tracked by Wall St. Rank hold BV as of Q3 2025.

  • Peterson Wealth Services reported no remaining BrightView Holdings position as of Q3 2025 after selling out during the quarter.
  • Peterson Wealth Services sold 7,040 BrightView Holdings shares in Q3 2025, an estimated $117K.
  • Peterson Wealth Services first reported a position in BrightView Holdings in Q3 2024 and held it in 4 quarters.
  • Peterson Wealth Services's BrightView Holdings position peaked at $120K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2025.

Based on Peterson Wealth Services's 13F filing for Q3 2025, filed 4 Nov 2025.