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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
Q2 		$562K Sell
6,137
-7
-0.1% -$582 0.01% 819
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Ritholtz Wealth Management's BRC Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Brady Corp (BRC) stake by 0.11% in Q2 2026, selling an estimated $582 and leaving 6,137 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #819.

Ritholtz Wealth Management first reported a position in BRC in Q4 2023 and has held it in 11 quarters since. The position peaked at $765K in Q2 2024. 339 funds tracked by Wall St. Rank hold BRC as of Q2 2026.

  • Ritholtz Wealth Management held 6,137 shares of Brady Corp worth $562K as of Q2 2026.
  • Ritholtz Wealth Management sold 7 Brady Corp shares in Q2 2026, an estimated $582.
  • Brady Corp made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #819 holding.
  • Ritholtz Wealth Management first reported a position in Brady Corp in Q4 2023 and has held it in 11 quarters since.
  • Ritholtz Wealth Management's Brady Corp position peaked at $765K in Q2 2024.
  • 339 funds tracked by Wall St. Rank held Brady Corp as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.