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True Wealth Design’s Broadridge BR Stock Holding History

True Wealth Design’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 		$42.3K Sell
309
-66
-18% -$9.97K 0.01% 557
2026
Q1 		$60.9K Buy
375
+309
+468% +$58.7K 0.02% 347
2025
Q4 		$14.7K Sell
66
-175
-73% -$39.9K ﹤0.01% 718
2025
Q3 		$57.4K Buy
241
+59
+32% +$14.7K 0.02% 286
2025
Q2 		$44.2K Buy
182
+3
+2% +$713 0.02% 218
2025
Q1 		$43.4K Buy
179
+29
+19% +$6.83K 0.02% 211
2024
Q4 		$33.9K Buy
150
+1
+0.7% +$224 0.01% 237
2024
Q3 		$32K Buy
149
+142
+2,029% +$29.7K 0.01% 227
2024
Q2 		$1.38K Buy
7
+2
+40% +$397 ﹤0.01% 443
2024
Q1 		$1.02K Buy
5
+2
+67% +$403 ﹤0.01% 462
2023
Q4 		$618 Hold
3
– – ﹤0.01% 425
2023
Q3 		$538 Hold
3
– – ﹤0.01% 414
2023
Q2 		$497 Hold
3
– – ﹤0.01% 443
2023
Q1 		$440 Hold
3
– – ﹤0.01% 555
2022
Q4 		$402 Buy
+3
New +$426 ﹤0.01% 512

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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

True Wealth Design reduced its Broadridge (BR) stake by 18% in Q2 2026, selling an estimated $9.97K and leaving 309 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #557.

True Wealth Design first reported a position in BR in Q4 2022 and has held it in 15 quarters since. The position peaked at $60.9K in Q1 2026. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • True Wealth Design held 309 shares of Broadridge worth $42.3K as of Q2 2026.
  • True Wealth Design sold 66 Broadridge shares in Q2 2026, an estimated $9.97K.
  • Broadridge made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #557 holding.
  • True Wealth Design first reported a position in Broadridge in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Broadridge position peaked at $60.9K in Q1 2026.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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