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Ridgecrest Wealth Partners’s Brunswick BC Stock Holding History

Ridgecrest Wealth Partners’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 		$1.95M Sell
23,108
-700
-3% -$56.1K 0.94% 23
2026
Q1 		$1.73M Hold
23,808
– – 0.96% 25
2025
Q4 		$1.77M Hold
23,808
– – 0.96% 25
2025
Q3 		$1.51M Hold
23,808
– – 0.68% 31
2025
Q2 		$1.32M Sell
23,808
-3,500
-13% -$177K 0.69% 33
2025
Q1 		$1.47M Sell
27,308
-10
-0% -$627 0.77% 32
2024
Q4 		$1.77M Hold
27,318
– – 0.96% 21
2024
Q3 		$2.29M Hold
27,318
– – 1.19% 18
2024
Q2 		$1.99M Hold
27,318
– – 1.2% 16
2024
Q1 		$2.64M Sell
27,318
-750
-3% -$65.9K 1.57% 15
2023
Q4 		$2.72M Hold
28,068
– – 1.79% 14
2023
Q3 		$2.22M Sell
28,068
-16,698
-37% -$1.38M 1.56% 15
2023
Q2 		$3.88M Sell
44,766
-689
-2% -$56.2K 2.56% 13
2023
Q1 		$3.73M Hold
45,455
– – 2.66% 12
2022
Q4 		$3.28M Hold
45,455
– – 2.49% 13
2022
Q3 		$2.98M Sell
45,455
-5,053
-10% -$379K 2.43% 11
2022
Q2 		$3.3M Hold
50,508
– – 2.4% 12
2022
Q1 		$4.09M Sell
50,508
-37
-0.1% -$3.41K 2.59% 10
2021
Q4 		$5.09M Hold
50,545
– – 2.48% 10
2021
Q3 		$4.82M Buy
50,545
+2,425
+5% +$241K 2.62% 8
2021
Q2 		$4.79M Hold
48,120
– – 2.99% 9
2021
Q1 		$4.59M Buy
+48,120
New +$4.41M 4.37% 4

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

Ridgecrest Wealth Partners's BC Position: Q2 2026 in Review

Ridgecrest Wealth Partners reduced its Brunswick (BC) stake by 2.9% in Q2 2026, selling an estimated $56.1K and leaving 23,108 shares worth $1.95M. The position accounts for 0.94% of the portfolio, ranked #23.

Ridgecrest Wealth Partners first reported a position in BC in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.09M in Q4 2021. 467 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Ridgecrest Wealth Partners held 23,108 shares of Brunswick worth $1.95M as of Q2 2026.
  • Ridgecrest Wealth Partners sold 700 Brunswick shares in Q2 2026, an estimated $56.1K.
  • Brunswick made up 0.94% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Ridgecrest Wealth Partners first reported a position in Brunswick in Q1 2021 and has held it in 22 quarters since.
  • Ridgecrest Wealth Partners's Brunswick position peaked at $5.09M in Q4 2021.
  • 467 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.