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Unique Wealth’s Broadridge BR Stock Holding History

Unique Wealth’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
Q1 		– Sell
-2,336
Closed -$521K – 187
2025
Q4 		$521K Sell
2,336
-326
-12% -$74.3K 0.07% 122
2025
Q3 		$634K Sell
2,662
-290
-10% -$72.2K 0.09% 106
2025
Q2 		$718K Buy
2,952
+214
+8% +$50.9K 0.12% 95
2025
Q1 		$664K Buy
2,738
+730
+36% +$172K 0.13% 92
2024
Q4 		$454K Buy
2,008
+404
+25% +$90.5K 0.09% 92
2024
Q3 		$345K Buy
1,604
+95
+6% +$19.9K 0.08% 91
2024
Q2 		$297K Buy
1,509
+48
+3% +$9.52K 0.08% 76
2024
Q1 		$299K Buy
1,461
+205
+16% +$41.3K 0.08% 77
2023
Q4 		$258K Sell
1,256
-33
-3% -$6.09K 0.08% 74
2023
Q3 		$231K Buy
+1,289
New +$228K 0.1% 75

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unique Wealth's BR Position: Q1 2026 in Review

Unique Wealth sold out of Broadridge (BR) in Q1 2026, closing a stake of 2,336 shares — an estimated $521K sold.

Unique Wealth first reported a position in BR in Q3 2023 and held it in 10 quarters. The position peaked at $718K in Q2 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Unique Wealth reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Unique Wealth sold 2,336 Broadridge shares in Q1 2026, an estimated $521K.
  • Unique Wealth first reported a position in Broadridge in Q3 2023 and held it in 10 quarters.
  • Unique Wealth's Broadridge position peaked at $718K in Q2 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Unique Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.