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Plante Moran Financial Advisors’s Bath & Body Works BBWI Stock Holding History

Plante Moran Financial Advisors’s Portfolio BBWI Stock Details BBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.4K Buy
+837
New +$16K ﹤0.01% 477
2022
Q1 		– Sell
-63
Closed -$4K – 815
2021
Q4 		$4K Buy
+63
New +$4.47K ﹤0.01% 840
2019
Q1 		– Sell
-208
Closed -$4K – 778
2018
Q4 		$4K Hold
208
– – ﹤0.01% 616
2018
Q3 		$5K Hold
208
– – ﹤0.01% 583
2018
Q2 		$6K Sell
208
-247
-54% -$7.13K ﹤0.01% 600
2018
Q1 		$14K Buy
455
+247
+119% +$9.34K 0.01% 554
2017
Q4 		$10K Hold
208
– – 0.01% 586
2017
Q3 		$7K Hold
208
– – ﹤0.01% 594
2017
Q2 		$9K Sell
208
-321
-61% -$13.2K 0.01% 566
2017
Q1 		$20K Sell
529
-1,560
-75% -$70.3K 0.01% 480
2016
Q4 		$111K Buy
2,089
+757
+57% +$43K 0.07% 202
2016
Q3 		$76K Hold
1,332
– – 0.05% 246
2016
Q2 		$72K Buy
1,332
+675
+103% +$39.5K 0.05% 237
2016
Q1 		$47K Hold
657
– – 0.04% 273
2015
Q4 		$51K Hold
657
– – 0.04% 273
2015
Q3 		$48K Buy
657
+32
+5% +$2.21K 0.04% 265
2015
Q2 		$43K Buy
625
+170
+37% +$12.2K 0.03% 320
2015
Q1 		$35K Buy
+455
New +$32.9K 0.02% 330
2014
Q4 		– Sell
-371
Closed -$20K – 807
2014
Q3 		$20K Buy
+371
New +$18.7K 0.02% 401

Other funds holding BBWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Plante Moran Financial Advisors's BBWI Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Bath & Body Works (BBWI) in Q2 2026: 837 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in BBWI as recently as Q4 2021.

Plante Moran Financial Advisors first reported a position in BBWI in Q3 2014 and has held it in 19 quarters since. The position peaked at $111K in Q4 2016. 468 funds tracked by Wall St. Rank hold BBWI as of Q2 2026.

  • Plante Moran Financial Advisors held 837 shares of Bath & Body Works worth $19.4K as of Q2 2026.
  • Bath & Body Works was a new Plante Moran Financial Advisors position in Q2 2026.
  • Bath & Body Works made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #477 holding.
  • Plante Moran Financial Advisors first reported a position in Bath & Body Works in Q3 2014 and has held it in 19 quarters since.
  • Plante Moran Financial Advisors's Bath & Body Works position peaked at $111K in Q4 2016.
  • 468 funds tracked by Wall St. Rank held Bath & Body Works as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.