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SHP Wealth Management’s Broadridge BR Stock Holding History

SHP Wealth Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$245K Buy
1,507
+3
+0.2% +$570 0.02% 231
2025
Q4 		$336K Buy
+1,504
New +$343K 0.03% 183

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's BR Position: Q1 2026 in Review

SHP Wealth Management increased its Broadridge (BR) stake by 0.2% in Q1 2026, buying an estimated $570 and bringing the position to 1,507 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #231.

SHP Wealth Management first reported a position in BR in Q4 2025 and has held it in 2 quarters since. The position peaked at $336K in Q4 2025. 1,059 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • SHP Wealth Management held 1,507 shares of Broadridge worth $245K as of Q1 2026.
  • SHP Wealth Management bought 3 Broadridge shares in Q1 2026, an estimated $570.
  • Broadridge made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #231 holding.
  • SHP Wealth Management first reported a position in Broadridge in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Broadridge position peaked at $336K in Q4 2025.
  • 1,059 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.