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Sound Income Strategies’s Bristow Group VTOL Stock Holding History

Sound Income Strategies’s Portfolio VTOL Stock Details VTOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-275
Closed -$12.8K – 2360
2026
Q1 		$12.8K Buy
275
+1
+0.4% +$44 ﹤0.01% 1390
2025
Q4 		$11K Buy
+274
New +$10.3K ﹤0.01% 1416

Other funds holding VTOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.84B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sound Income Strategies's VTOL Position: Q2 2026 in Review

Sound Income Strategies sold out of Bristow Group (VTOL) in Q2 2026, closing a stake of 275 shares — an estimated $12.8K sold.

Sound Income Strategies first reported a position in VTOL in Q4 2025 and held it in 2 quarters. The position peaked at $12.8K in Q1 2026. 162 funds tracked by Wall St. Rank hold VTOL as of Q2 2026.

  • Sound Income Strategies reported no remaining Bristow Group position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 275 Bristow Group shares in Q2 2026, an estimated $12.8K.
  • Sound Income Strategies first reported a position in Bristow Group in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Bristow Group position peaked at $12.8K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Bristow Group as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.