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True Wealth Design’s Brunswick BC Stock Holding History

True Wealth Design’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.4K Sell
373
-12
-3% -$962 0.01% 659
2026
Q1 		$28K Buy
385
+75
+24% +$6.05K 0.01% 584
2025
Q4 		$23K Buy
310
+85
+38% +$5.76K 0.01% 563
2025
Q3 		$14.2K Buy
225
+145
+181% +$8.99K ﹤0.01% 717
2025
Q2 		$4.42K Buy
80
+72
+900% +$3.64K ﹤0.01% 857
2025
Q1 		$431 Buy
+8
New +$501 ﹤0.01% 1601
2023
Q2 		– Sell
-20
Closed -$1.64K – 793
2023
Q1 		$1.64K Buy
+20
New +$1.65K ﹤0.01% 348

Other funds holding BC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

True Wealth Design's BC Position: Q2 2026 in Review

True Wealth Design reduced its Brunswick (BC) stake by 3.1% in Q2 2026, selling an estimated $962 and leaving 373 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #659.

True Wealth Design first reported a position in BC in Q1 2023 and has held it in 7 quarters since. 470 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • True Wealth Design held 373 shares of Brunswick worth $31.4K as of Q2 2026.
  • True Wealth Design sold 12 Brunswick shares in Q2 2026, an estimated $962.
  • Brunswick made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #659 holding.
  • True Wealth Design first reported a position in Brunswick in Q1 2023 and has held it in 7 quarters since.
  • 470 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.