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UP Strategic Wealth Investment Advisors’s Broadridge BR Stock Holding History

UP Strategic Wealth Investment Advisors’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
2025
Q3 		– Sell
-921
Closed -$224K – 90
2025
Q2 		$224K Sell
921
-114
-11% -$27.1K 0.17% 81
2025
Q1 		$251K Buy
1,035
+60
+6% +$14.1K 0.22% 69
2024
Q4 		$220K Sell
975
-62
-6% -$13.9K 0.22% 73
2024
Q3 		$223K Buy
+1,037
New +$217K 0.25% 73

Other funds holding BR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's BR Position: Q3 2025 in Review

UP Strategic Wealth Investment Advisors sold out of Broadridge (BR) in Q3 2025, closing a stake of 921 shares — an estimated $224K sold.

UP Strategic Wealth Investment Advisors first reported a position in BR in Q3 2024 and held it in 4 quarters. The position peaked at $251K in Q1 2025. 1,104 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • UP Strategic Wealth Investment Advisors reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 921 Broadridge shares in Q3 2025, an estimated $224K.
  • UP Strategic Wealth Investment Advisors first reported a position in Broadridge in Q3 2024 and held it in 4 quarters.
  • UP Strategic Wealth Investment Advisors's Broadridge position peaked at $251K in Q1 2025.
  • 1,104 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.