Ruedi Wealth Management’s Brunswick BC Stock Holding History

Ruedi Wealth Management’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
2025 Q2	–	Sell	-433	Closed	-$23.3K	–	87
2025 Q1	$23.3K	Hold	433	–	–	0.01%	124
2024 Q4	$28K	Hold	433	–	–	0.01%	109
2024 Q3	$36.3K	Hold	433	–	–	0.01%	101
2024 Q2	$31.5K	Hold	433	–	–	0.01%	106
2024 Q1	$41.8K	Hold	433	–	–	0.02%	92
2023 Q4	$41.9K	Hold	433	–	–	0.02%	87
2023 Q3	$34.2K	Hold	433	–	–	0.02%	89
2023 Q2	$37.5K	Hold	433	–	–	0.02%	87
2023 Q1	$35.5K	Hold	433	–	–	0.02%	95
2022 Q4	$31.2K	Buy	+433	New	+$30.8K	0.02%	95

Other funds holding BC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Ruedi Wealth Management's BC Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Brunswick (BC) in Q2 2025, closing a stake of 433 shares — an estimated $23.3K sold.

Ruedi Wealth Management first reported a position in BC in Q4 2022 and held it in 10 quarters. The position peaked at $41.9K in Q4 2023. 392 funds tracked by Wall St. Rank hold BC as of Q2 2025.

Ruedi Wealth Management reported no remaining Brunswick position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 433 Brunswick shares in Q2 2025, an estimated $23.3K.
Ruedi Wealth Management first reported a position in Brunswick in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's Brunswick position peaked at $41.9K in Q4 2023.
392 funds tracked by Wall St. Rank held Brunswick as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.