Stonehearth Capital Management’s Broadridge BR Stock Holding History

Stonehearth Capital 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 Q2	–	Sell	-1,480	Closed	-$240K	–	100
2026 Q1	$240K	Hold	1,480	–	–	0.1%	79
2025 Q4	$330K	Hold	1,480	–	–	0.12%	61
2025 Q3	$352K	Hold	1,480	–	–	0.14%	54
2025 Q2	$360K	Hold	1,480	–	–	0.15%	51
2025 Q1	$359K	Hold	1,480	–	–	0.15%	49
2024 Q4	$335K	Hold	1,480	–	–	0.13%	50
2024 Q3	$318K	Sell	1,480 -135	-8%	-$28.2K	0.13%	51
2024 Q2	$318K	Hold	1,615	–	–	0.14%	50
2024 Q1	$331K	Hold	1,615	–	–	0.15%	47
2023 Q4	$332K	Hold	1,615	–	–	0.16%	43
2023 Q3	$289K	Sell	1,615 -125	-7%	-$22.1K	0.16%	45
2023 Q2	$288K	Hold	1,740	–	–	0.15%	51
2023 Q1	$255K	Hold	1,740	–	–	0.14%	56
2022 Q4	$233K	Hold	1,740	–	–	0.13%	57
2022 Q3	$251K	Hold	1,740	–	–	0.15%	49
2022 Q2	$260K	Buy	+1,740	New	+$252K	0.15%	51

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Stonehearth Capital Management's BR Position: Q2 2026 in Review

Stonehearth Capital Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,480 shares — an estimated $240K sold.

Stonehearth Capital Management first reported a position in BR in Q2 2022 and held it in 16 quarters. The position peaked at $360K in Q2 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Stonehearth Capital Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Stonehearth Capital Management sold 1,480 Broadridge shares in Q2 2026, an estimated $240K.
Stonehearth Capital Management first reported a position in Broadridge in Q2 2022 and held it in 16 quarters.
Stonehearth Capital Management's Broadridge position peaked at $360K in Q2 2025.
1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.