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True Wealth Design’s Brady Corp BRC Stock Holding History

True Wealth Design’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4
Closed -$325 – 2686
2026
Q1 		$325 Hold
4
– – ﹤0.01% 2199
2025
Q4 		$314 Buy
4
+3
+300% +$232 ﹤0.01% 2105
2025
Q3 		$79 Sell
1
-6
-86% -$444 ﹤0.01% 2495
2025
Q2 		$476 Sell
7
-3
-30% -$209 ﹤0.01% 1768
2025
Q1 		$707 Sell
10
-11
-52% -$799 ﹤0.01% 1411
2024
Q4 		$1.55K Hold
21
– – ﹤0.01% 807
2024
Q3 		$1.61K Buy
+21
New +$1.5K ﹤0.01% 844

Other funds holding BRC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

True Wealth Design sold out of Brady Corp (BRC) in Q2 2026, closing a stake of 4 shares — an estimated $325 sold.

True Wealth Design first reported a position in BRC in Q3 2024 and held it in 7 quarters. The position peaked at $1.61K in Q3 2024. 25 funds tracked by Wall St. Rank hold BRC as of Q2 2026.

  • True Wealth Design reported no remaining Brady Corp position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 4 Brady Corp shares in Q2 2026, an estimated $325.
  • True Wealth Design first reported a position in Brady Corp in Q3 2024 and held it in 7 quarters.
  • True Wealth Design's Brady Corp position peaked at $1.61K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Brady Corp as of Q2 2026.

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