UM
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UniSuper Management’s Broadridge BR Stock Holding History

UniSuper Management’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 		$1.47M Sell
10,755
-3,353
-24% -$506K 0.01% 470
2026
Q1 		$2.29M Buy
14,108
+668
+5% +$127K 0.02% 437
2025
Q4 		$3M Sell
13,440
-186
-1% -$42.4K 0.02% 372
2025
Q3 		$3.25M Buy
13,626
+1,489
+12% +$371K 0.02% 380
2025
Q2 		$2.95M Sell
12,137
-200
-2% -$47.5K 0.02% 369
2025
Q1 		$2.99M Buy
12,337
+400
+3% +$94.1K 0.02% 348
2024
Q4 		$2.7M Buy
11,937
+1,430
+14% +$320K 0.02% 366
2024
Q3 		$2.26M Buy
10,507
+715
+7% +$150K 0.02% 393
2024
Q2 		$1.93M Buy
9,792
+3,762
+62% +$746K 0.02% 398
2024
Q1 		$1.24M Buy
6,030
+4,783
+384% +$965K 0.01% 413
2023
Q4 		$257K Buy
1,247
+347
+39% +$64K ﹤0.01% 459
2023
Q3 		$161K Hold
900
– – ﹤0.01% 505
2023
Q2 		$149K Buy
+900
New +$136K ﹤0.01% 515

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

UniSuper Management's BR Position: Q2 2026 in Review

UniSuper Management reduced its Broadridge (BR) stake by 24% in Q2 2026, selling an estimated $506K and leaving 10,755 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #470.

UniSuper Management first reported a position in BR in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.25M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • UniSuper Management held 10,755 shares of Broadridge worth $1.47M as of Q2 2026.
  • UniSuper Management sold 3,353 Broadridge shares in Q2 2026, an estimated $506K.
  • Broadridge made up 0.01% of UniSuper Management's portfolio in Q2 2026, its #470 holding.
  • UniSuper Management first reported a position in Broadridge in Q2 2023 and has held it in 13 quarters since.
  • UniSuper Management's Broadridge position peaked at $3.25M in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.