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Stuart Chaussee & Associates’s Broadridge BR Stock Holding History

Stuart Chaussee & Associates’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
2025
Q4 		– Sell
-163
Closed -$38.8K – 27
2025
Q3 		$38.8K Hold
163
– – 0.01% 102
2025
Q2 		$39.6K Hold
163
– – 0.01% 98
2025
Q1 		$39.5K Hold
163
– – 0.01% 91
2024
Q4 		$36.9K Hold
163
– – 0.01% 94
2024
Q3 		$35K Hold
163
– – 0.01% 85
2024
Q2 		$32.1K Hold
163
– – 0.01% 85
2024
Q1 		$33.4K Hold
163
– – 0.01% 78
2023
Q4 		$33.5K Buy
+163
New +$30.1K 0.01% 68

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Stuart Chaussee & Associates's BR Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Broadridge (BR) in Q4 2025, closing a stake of 163 shares — an estimated $38.8K sold.

Stuart Chaussee & Associates first reported a position in BR in Q4 2023 and held it in 8 quarters. The position peaked at $39.6K in Q2 2025. 1,134 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 163 Broadridge shares in Q4 2025, an estimated $38.8K.
  • Stuart Chaussee & Associates first reported a position in Broadridge in Q4 2023 and held it in 8 quarters.
  • Stuart Chaussee & Associates's Broadridge position peaked at $39.6K in Q2 2025.
  • 1,134 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.