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Transform Wealth’s Broadridge BR Stock Holding History

Transform Wealth’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
Q1 		$10.2M Buy
42,086
+636
+2% +$150K 0.62% 55
2024
Q4 		$9.41M Buy
41,450
+1,098
+3% +$246K 0.52% 52
2024
Q3 		$8.71M Buy
40,352
+618
+2% +$129K 0.58% 52
2024
Q2 		$7.86M Buy
39,734
+636
+2% +$126K 0.59% 48
2024
Q1 		$8.04M Buy
39,098
+2,290
+6% +$462K 0.76% 48
2023
Q4 		$7.6M Buy
36,808
+1,117
+3% +$206K 0.74% 43
2023
Q3 		$6.42M Buy
+35,691
New +$6.32M 0.68% 49
2018
Q3 		– Sell
-4,734
Closed -$545K – 199
2018
Q2 		$545K Sell
4,734
-1,613
-25% -$182K 0.1% 153
2018
Q1 		$696K Sell
6,347
-4,075
-39% -$405K 0.13% 161
2017
Q4 		$944K Sell
10,422
-1,070
-9% -$93.4K 0.17% 151
2017
Q3 		$929K Sell
11,492
-22,143
-66% -$1.71M 0.32% 105
2017
Q2 		$2.54M Buy
33,635
+6,004
+22% +$433K 2.86% 9
2017
Q1 		$1.88M Sell
27,631
-6,480
-19% -$439K 0.7% 34
2016
Q4 		$2.26M Buy
34,111
+2,001
+6% +$130K 0.9% 24
2016
Q3 		$2.18M Sell
32,110
-3,074
-9% -$210K 0.94% 22
2016
Q2 		$2.29M Buy
+35,184
New +$2.18M 0.96% 18

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Transform Wealth's BR Position: Q1 2025 in Review

Transform Wealth increased its Broadridge (BR) stake by 1.5% in Q1 2025, buying an estimated $150K and bringing the position to 42,086 shares worth $10.2M. The position accounts for 0.62% of the portfolio, ranked #55.

Transform Wealth first reported a position in BR in Q2 2016 and has held it in 16 quarters since. 1,108 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Transform Wealth held 42,086 shares of Broadridge worth $10.2M as of Q1 2025.
  • Transform Wealth bought 636 Broadridge shares in Q1 2025, an estimated $150K.
  • Broadridge made up 0.62% of Transform Wealth's portfolio in Q1 2025, its #55 holding.
  • Transform Wealth first reported a position in Broadridge in Q2 2016 and has held it in 16 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.