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Valued Wealth Advisors’s Brunswick BC Stock Holding History

Valued Wealth Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.07K Buy
72
+71
+7,100% +$5.69K ﹤0.01% 411
2026
Q1 		$77 Hold
1
– – ﹤0.01% 735
2025
Q4 		$78 Hold
1
– – ﹤0.01% 622
2025
Q3 		$66 Sell
1
-3
-75% -$186 ﹤0.01% 609
2025
Q2 		$225 Hold
4
– – ﹤0.01% 568
2025
Q1 		$218 Hold
4
– – ﹤0.01% 605
2024
Q4 		$260 Hold
4
– – ﹤0.01% 596
2024
Q3 		$336 Sell
4
-1
-20% -$78 ﹤0.01% 564
2024
Q2 		$364 Hold
5
– – ﹤0.01% 525
2024
Q1 		$483 Buy
+5
New +$439 ﹤0.01% 498

Other funds holding BC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Valued Wealth Advisors increased its Brunswick (BC) stake by 7,100% in Q2 2026, buying an estimated $5.69K and bringing the position to 72 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Valued Wealth Advisors first reported a position in BC in Q1 2024 and has held it in 10 quarters since. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Valued Wealth Advisors held 72 shares of Brunswick worth $6.07K as of Q2 2026.
  • Valued Wealth Advisors bought 71 Brunswick shares in Q2 2026, an estimated $5.69K.
  • Brunswick made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #411 holding.
  • Valued Wealth Advisors first reported a position in Brunswick in Q1 2024 and has held it in 10 quarters since.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

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