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Quotient Wealth Partners’s Broadridge BR Stock Holding History

Quotient Wealth Partners’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,275
Closed -$304K – 357
2025
Q3 		$304K Sell
1,275
-180
-12% -$44.8K 0.01% 272
2025
Q2 		$354K Sell
1,455
-15
-1% -$3.56K 0.01% 242
2025
Q1 		$356K Sell
1,470
-61
-4% -$14.4K 0.01% 227
2024
Q4 		$346K Sell
1,531
-198
-11% -$44.4K 0.01% 223
2024
Q3 		$372K Buy
1,729
+6
+0.3% +$1.25K 0.01% 213
2024
Q2 		$339K Buy
+1,723
New +$342K 0.01% 229

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Quotient Wealth Partners's BR Position: Q4 2025 in Review

Quotient Wealth Partners sold out of Broadridge (BR) in Q4 2025, closing a stake of 1,275 shares — an estimated $304K sold.

Quotient Wealth Partners first reported a position in BR in Q2 2024 and held it in 6 quarters. The position peaked at $372K in Q3 2024. 1,132 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Quotient Wealth Partners reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 1,275 Broadridge shares in Q4 2025, an estimated $304K.
  • Quotient Wealth Partners first reported a position in Broadridge in Q2 2024 and held it in 6 quarters.
  • Quotient Wealth Partners's Broadridge position peaked at $372K in Q3 2024.
  • 1,132 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Quotient Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.