TWD
BV icon

True Wealth Design’s BrightView Holdings BV Stock Holding History

True Wealth Design’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-49
Closed -$816 – 2738
2025
Q2 		$816 Hold
49
– – ﹤0.01% 1544
2025
Q1 		$630 Buy
+49
New +$702 ﹤0.01% 1454

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

True Wealth Design's BV Position: Q3 2025 in Review

True Wealth Design sold out of BrightView Holdings (BV) in Q3 2025, closing a stake of 49 shares — an estimated $816 sold.

True Wealth Design first reported a position in BV in Q1 2025 and held it in 2 quarters. The position peaked at $816 in Q2 2025. 190 funds tracked by Wall St. Rank hold BV as of Q3 2025.

  • True Wealth Design reported no remaining BrightView Holdings position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 49 BrightView Holdings shares in Q3 2025, an estimated $816.
  • True Wealth Design first reported a position in BrightView Holdings in Q1 2025 and held it in 2 quarters.
  • True Wealth Design's BrightView Holdings position peaked at $816 in Q2 2025.
  • 190 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.