VWA
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Valued Wealth Advisors’s Best Buy BBY Stock Holding History

Valued Wealth Advisors’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.28K Sell
30
-134
-82% -$8.9K ﹤0.01% 645
2026
Q1 		$10.7K Buy
164
+146
+811% +$9.59K ﹤0.01% 278
2025
Q4 		$1.19K Buy
18
+7
+64% +$534 ﹤0.01% 455
2025
Q3 		$878 Sell
11
-24
-69% -$1.72K ﹤0.01% 471
2025
Q2 		$2.35K Sell
35
-4
-10% -$272 ﹤0.01% 368
2025
Q1 		$2.91K Sell
39
-2
-5% -$165 ﹤0.01% 375
2024
Q4 		$3.54K Buy
41
+8
+24% +$730 ﹤0.01% 348
2024
Q3 		$3.43K Sell
33
-6
-15% -$541 ﹤0.01% 320
2024
Q2 		$3.31K Hold
39
– – ﹤0.01% 313
2024
Q1 		$3.22K Buy
39
+18
+86% +$1.37K ﹤0.01% 295
2023
Q4 		$1.48K Buy
+21
New +$1.48K ﹤0.01% 336

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Valued Wealth Advisors's BBY Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Best Buy (BBY) stake by 82% in Q2 2026, selling an estimated $8.9K and leaving 30 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Valued Wealth Advisors first reported a position in BBY in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.7K in Q1 2026. 870 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Valued Wealth Advisors held 30 shares of Best Buy worth $2.28K as of Q2 2026.
  • Valued Wealth Advisors sold 134 Best Buy shares in Q2 2026, an estimated $8.9K.
  • Best Buy made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #645 holding.
  • Valued Wealth Advisors first reported a position in Best Buy in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Best Buy position peaked at $10.7K in Q1 2026.
  • 870 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.