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Private Wealth Management Group’s Brady Corp BRC Stock Holding History

Private Wealth Management Group’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.66K Hold
40
– – ﹤0.01% 960
2026
Q1 		$3.25K Hold
40
– – ﹤0.01% 919
2025
Q4 		$3.13K Hold
40
– – ﹤0.01% 934
2025
Q3 		$3.12K Hold
40
– – ﹤0.01% 966
2025
Q2 		$2.72K Buy
40
+24
+150% +$1.67K ﹤0.01% 984
2025
Q1 		$1.13K Hold
16
– – ﹤0.01% 1229
2024
Q4 		$1.18K Hold
16
– – ﹤0.01% 1256
2024
Q3 		$1.23K Hold
16
– – ﹤0.01% 1221
2024
Q2 		$1.06K Hold
16
– – ﹤0.01% 1267
2024
Q1 		$949 Hold
16
– – ﹤0.01% 1280
2023
Q4 		$940 Buy
+16
New +$882 ﹤0.01% 1308

Other funds holding BRC

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Private Wealth Management Group's BRC Position: Q2 2026 in Review

Private Wealth Management Group held its Brady Corp (BRC) position steady in Q2 2026 at 40 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Private Wealth Management Group first reported a position in BRC in Q4 2023 and has held it in 11 quarters since. 339 funds tracked by Wall St. Rank hold BRC as of Q2 2026.

  • Private Wealth Management Group held 40 shares of Brady Corp worth $3.66K as of Q2 2026.
  • Private Wealth Management Group left its Brady Corp share count unchanged in Q2 2026.
  • Brady Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #960 holding.
  • Private Wealth Management Group first reported a position in Brady Corp in Q4 2023 and has held it in 11 quarters since.
  • 339 funds tracked by Wall St. Rank held Brady Corp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.