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Ritholtz Wealth Management’s Brady Corp BRC Stock Holding History

Ritholtz Wealth Management’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$499K Sell
6,144
-49
-0.8% -$4.26K 0.01% 791
2025
Q4 		$485K Sell
6,193
-29
-0.5% -$2.25K 0.01% 729
2025
Q3 		$485K Sell
6,222
-38
-0.6% -$2.81K 0.01% 689
2025
Q2 		$425K Sell
6,260
-168
-3% -$11.7K 0.01% 682
2025
Q1 		$454K Sell
6,428
-482
-7% -$35K 0.01% 620
2024
Q4 		$510K Sell
6,910
-2,124
-24% -$158K 0.02% 558
2024
Q3 		$692K Sell
9,034
-2,556
-22% -$182K 0.02% 475
2024
Q2 		$765K Buy
11,590
+359
+3% +$22.5K 0.03% 419
2024
Q1 		$666K Buy
11,231
+3,591
+47% +$214K 0.02% 459
2023
Q4 		$448K Buy
+7,640
New +$421K 0.02% 515

Other funds holding BRC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return