Private Wealth Management Group’s Braze BRZE Stock Holding History

Private Wealth Management Group’s Portfolio BRZE Stock Details BRZE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.88K	Hold	133	–	–	﹤0.01%	1040
2026 Q1	$3.14K	Buy	133 +10	+8%	+$216	﹤0.01%	929
2025 Q4	$4.22K	Hold	123	–	–	﹤0.01%	841
2025 Q3	$3.5K	Hold	123	–	–	﹤0.01%	927
2025 Q2	$3.46K	Buy	+123	New	+$3.89K	﹤0.01%	907
2024 Q4	–	Sell	-30	Closed	-$971	–	1517
2024 Q3	$971	Buy	+30	New	+$1.19K	﹤0.01%	1291
2024 Q2	–	Sell	-68	Closed	-$3.01K	–	1516
2024 Q1	$3.01K	Buy	68 +38	+127%	+$2.05K	﹤0.01%	807
2023 Q4	$1.59K	Buy	+30	New	+$1.48K	﹤0.01%	1076

Other funds holding BRZE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Private Wealth Management Group held its Braze (BRZE) position steady in Q2 2026 at 133 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Private Wealth Management Group first reported a position in BRZE in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.22K in Q4 2025. 245 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

Private Wealth Management Group held 133 shares of Braze worth $2.88K as of Q2 2026.
Private Wealth Management Group left its Braze share count unchanged in Q2 2026.
Braze made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1040 holding.
Private Wealth Management Group first reported a position in Braze in Q4 2023 and has held it in 8 quarters since.
Private Wealth Management Group's Braze position peaked at $4.22K in Q4 2025.
245 funds tracked by Wall St. Rank held Braze as of Q2 2026.

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