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Retirement Wealth Solutions’s Brunswick BC Stock Holding History

Retirement Wealth Solutions’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.03K Hold
60
– – ﹤0.01% 338
2026
Q1 		$4.34K Sell
60
-15
-20% -$1.21K ﹤0.01% 347
2025
Q4 		$5.54K Buy
75
+1
+1% +$68 ﹤0.01% 297
2025
Q3 		$4.71K Sell
74
-151
-67% -$9.37K ﹤0.01% 316
2025
Q2 		$12.4K Buy
225
+27
+14% +$1.36K 0.01% 214
2025
Q1 		$10.7K Hold
198
– – 0.01% 216
2024
Q4 		$12.5K Buy
+198
New +$15.5K 0.01% 209

Other funds holding BC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Retirement Wealth Solutions's BC Position: Q2 2026 in Review

Retirement Wealth Solutions held its Brunswick (BC) position steady in Q2 2026 at 60 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Retirement Wealth Solutions first reported a position in BC in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.5K in Q4 2024. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Retirement Wealth Solutions held 60 shares of Brunswick worth $5.03K as of Q2 2026.
  • Retirement Wealth Solutions left its Brunswick share count unchanged in Q2 2026.
  • Brunswick made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #338 holding.
  • Retirement Wealth Solutions first reported a position in Brunswick in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Brunswick position peaked at $12.5K in Q4 2024.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.