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True Wealth Design’s Braze BRZE Stock Holding History

True Wealth Design’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95K Sell
90
-75
-45% -$1.67K ﹤0.01% 1703
2026
Q1 		$3.9K Buy
165
+129
+358% +$2.79K ﹤0.01% 1300
2025
Q4 		$1.24K Buy
+36
New +$1.07K ﹤0.01% 1636
2025
Q3 		– Sell
-39
Closed -$1.1K – 2737
2025
Q2 		$1.1K Sell
39
-381
-91% -$12K ﹤0.01% 1428
2025
Q1 		$15.2K Buy
420
+366
+678% +$14.7K 0.01% 387
2024
Q4 		$2.26K Buy
+54
New +$1.96K ﹤0.01% 708

Other funds holding BRZE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

True Wealth Design reduced its Braze (BRZE) stake by 45% in Q2 2026, selling an estimated $1.67K and leaving 90 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

True Wealth Design first reported a position in BRZE in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.2K in Q1 2025. 245 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • True Wealth Design held 90 shares of Braze worth $1.95K as of Q2 2026.
  • True Wealth Design sold 75 Braze shares in Q2 2026, an estimated $1.67K.
  • Braze made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1703 holding.
  • True Wealth Design first reported a position in Braze in Q4 2024 and has held it in 6 quarters since.
  • True Wealth Design's Braze position peaked at $15.2K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held Braze as of Q2 2026.

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