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United Advisor Group’s Broadridge BR Stock Holding History

United Advisor Group’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 		$276K Sell
2,016
-1,562
-44% -$236K 0.03% 441
2026
Q1 		$581K Buy
3,578
+285
+9% +$54.1K 0.07% 254
2025
Q4 		$735K Buy
3,293
+36
+1% +$8.21K 0.09% 225
2025
Q3 		$776K Buy
3,257
+249
+8% +$62K 0.1% 201
2025
Q2 		$731K Buy
3,008
+95
+3% +$22.6K 0.13% 171
2025
Q1 		$706K Buy
2,913
+101
+4% +$23.8K 0.14% 147
2024
Q4 		$636K Buy
2,812
+402
+17% +$90K 0.13% 169
2024
Q3 		$518K Buy
2,410
+293
+14% +$61.3K 0.12% 186
2024
Q2 		$417K Buy
+2,117
New +$420K 0.13% 157

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

United Advisor Group's BR Position: Q2 2026 in Review

United Advisor Group reduced its Broadridge (BR) stake by 44% in Q2 2026, selling an estimated $236K and leaving 2,016 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #441.

United Advisor Group first reported a position in BR in Q2 2024 and has held it in 9 quarters since. The position peaked at $776K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • United Advisor Group held 2,016 shares of Broadridge worth $276K as of Q2 2026.
  • United Advisor Group sold 1,562 Broadridge shares in Q2 2026, an estimated $236K.
  • Broadridge made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #441 holding.
  • United Advisor Group first reported a position in Broadridge in Q2 2024 and has held it in 9 quarters since.
  • United Advisor Group's Broadridge position peaked at $776K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.