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Schwarz Dygos Wheeler Investment Advisors’s Atlanta Braves Holdings Series A BATRA Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio BATRA Stock Details BATRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$339K Hold
6,022
– – 0.06% 131
2026
Q1 		$284K Hold
6,022
– – 0.06% 136
2025
Q4 		$256K Hold
6,022
– – 0.05% 144
2025
Q3 		$274K Sell
6,022
-300
-5% -$14.2K 0.06% 142
2025
Q2 		$311K Sell
6,322
-400
-6% -$17.7K 0.07% 130
2025
Q1 		$295K Sell
6,722
-103
-2% -$4.38K 0.07% 134
2024
Q4 		$278K Hold
6,825
– – 0.07% 134
2024
Q3 		$288K Hold
6,825
– – 0.07% 126
2024
Q2 		$282K Sell
6,825
-50
-0.7% -$2.07K 0.08% 120
2024
Q1 		$288K Sell
6,875
-300
-4% -$12.7K 0.08% 126
2023
Q4 		$307K Sell
7,175
-100
-1% -$4K 0.09% 120
2023
Q3 		$284K Hold
7,275
– – 0.1% 113
2023
Q2 		$298K Sell
7,275
-200
-3% -$7.73K 0.1% 113
2023
Q1 		$258K Hold
7,475
– – 0.09% 116
2022
Q4 		$244K Hold
7,475
– – 0.1% 108
2022
Q3 		$210K Buy
+7,475
New +$211K 0.09% 109
2022
Q2 		– Sell
-7,575
Closed -$218K – 129
2022
Q1 		$218K Hold
7,575
– – 0.07% 123
2021
Q4 		$218K Hold
7,575
– – 0.07% 125
2021
Q3 		$204K Buy
7,575
+100
+1% +$2.67K 0.07% 127
2021
Q2 		$211K Sell
7,475
-300
-4% -$8.36K 0.08% 125
2021
Q1 		$222K Buy
+7,775
New +$224K 0.09% 115

Other funds holding BATRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's BATRA Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Atlanta Braves Holdings Series A (BATRA) position steady in Q2 2026 at 6,022 shares worth $339K. The position accounts for 0.06% of the portfolio, ranked #131.

Schwarz Dygos Wheeler Investment Advisors first reported a position in BATRA in Q1 2021 and has held it in 21 quarters since. 87 funds tracked by Wall St. Rank hold BATRA as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 6,022 shares of Atlanta Braves Holdings Series A worth $339K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors left its Atlanta Braves Holdings Series A share count unchanged in Q2 2026.
  • Atlanta Braves Holdings Series A made up 0.06% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #131 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Atlanta Braves Holdings Series A in Q1 2021 and has held it in 21 quarters since.
  • 87 funds tracked by Wall St. Rank held Atlanta Braves Holdings Series A as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.