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SOA Wealth Advisors’s Best Buy BBY Stock Holding History

SOA Wealth Advisors’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5K Sell
151
-97
-39% -$6.44K ﹤0.01% 596
2026
Q1 		$15.9K Sell
248
-125
-34% -$8.21K ﹤0.01% 528
2025
Q4 		$24.9K Sell
373
-51
-12% -$3.89K ﹤0.01% 472
2025
Q3 		$32.1K Sell
424
-127
-23% -$9.11K 0.01% 441
2025
Q2 		$37K Sell
551
-424
-43% -$28.8K 0.01% 414
2025
Q1 		$71.8K Sell
975
-14
-1% -$1.15K 0.02% 294
2024
Q4 		$84.9K Sell
989
-57
-5% -$5.2K 0.02% 268
2024
Q3 		$108K Sell
1,046
-64
-6% -$5.77K 0.02% 244
2024
Q2 		$93.5K Sell
1,110
-1,191
-52% -$94.6K 0.02% 253
2024
Q1 		$189K Sell
2,301
-303
-12% -$23.1K 0.04% 188
2023
Q4 		$204K Sell
2,604
-1,423
-35% -$100K 0.05% 173
2023
Q3 		$280K Sell
4,027
-3,942
-49% -$305K 0.07% 134
2023
Q2 		$653K Sell
7,969
-7,523
-49% -$562K 0.15% 76
2023
Q1 		$1.21M Sell
15,492
-218
-1% -$18K 0.3% 58
2022
Q4 		$1.26M Sell
15,710
-323
-2% -$23.8K 0.34% 56
2022
Q3 		$1.01M Buy
16,033
+738
+5% +$54.7K 0.31% 59
2022
Q2 		$997K Buy
15,295
+914
+6% +$76.2K 0.29% 59
2022
Q1 		$1.31M Buy
14,381
+11,614
+420% +$1.15M 0.32% 61
2021
Q4 		$281K Buy
2,767
+745
+37% +$84.8K 0.07% 134
2021
Q3 		$213K Buy
2,022
+400
+25% +$44.9K 0.05% 148
2021
Q2 		$186K Buy
1,622
+1,469
+960% +$171K 0.05% 157
2021
Q1 		$17K Buy
153
+150
+5,000% +$16.8K ﹤0.01% 428
2020
Q4 		$0 Buy
+3
New +$336 ﹤0.01% 790

Other funds holding BBY

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

SOA Wealth Advisors's BBY Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Best Buy (BBY) stake by 39% in Q2 2026, selling an estimated $6.44K and leaving 151 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

SOA Wealth Advisors first reported a position in BBY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.31M in Q1 2022. 864 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • SOA Wealth Advisors held 151 shares of Best Buy worth $11.5K as of Q2 2026.
  • SOA Wealth Advisors sold 97 Best Buy shares in Q2 2026, an estimated $6.44K.
  • Best Buy made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #596 holding.
  • SOA Wealth Advisors first reported a position in Best Buy in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Best Buy position peaked at $1.31M in Q1 2022.
  • 864 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.