Prosperity Wealth Management’s Braze BRZE Stock Holding History

Prosperity Wealth Management’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
2025 Q2	–	Sell	-5,545	Closed	-$200K	–	242
2025 Q1	$200K	Buy	+5,545	New	+$223K	0.09%	197
2023 Q4	–	Sell	-5,620	Closed	-$263K	–	150
2023 Q3	$263K	Sell	5,620 -430	-7%	-$18.9K	0.17%	103
2023 Q2	$265K	Buy	+6,050	New	+$206K	0.17%	99

Other funds holding BRZE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prosperity Wealth Management's BRZE Position: Q2 2025 in Review

Prosperity Wealth Management sold out of Braze (BRZE) in Q2 2025, closing a stake of 5,545 shares — an estimated $200K sold.

Prosperity Wealth Management first reported a position in BRZE in Q2 2023 and held it in 3 quarters. The position peaked at $265K in Q2 2023. 220 funds tracked by Wall St. Rank hold BRZE as of Q2 2025.

Prosperity Wealth Management reported no remaining Braze position as of Q2 2025 after selling out during the quarter.
Prosperity Wealth Management sold 5,545 Braze shares in Q2 2025, an estimated $200K.
Prosperity Wealth Management first reported a position in Braze in Q2 2023 and held it in 3 quarters.
Prosperity Wealth Management's Braze position peaked at $265K in Q2 2023.
220 funds tracked by Wall St. Rank held Braze as of Q2 2025.

Based on Prosperity Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.