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Venturi Wealth Management’s Bright Horizons BFAM Stock Holding History

Venturi Wealth Management’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,673
Closed -$340K – 538
2025
Q1 		$340K Buy
2,673
+219
+9% +$26.9K 0.02% 415
2024
Q4 		$272K Buy
2,454
+204
+9% +$24.5K 0.01% 473
2024
Q3 		$315K Buy
2,250
+858
+62% +$111K 0.02% 382
2024
Q2 		$153K Buy
1,392
+1,211
+669% +$131K 0.01% 444
2024
Q1 		$20.5K Hold
181
– – ﹤0.01% 734
2023
Q4 		$17.1K Hold
181
– – ﹤0.01% 742
2023
Q3 		$14.7K Hold
181
– – ﹤0.01% 715
2023
Q2 		$16.7K Buy
181
+48
+36% +$4.06K ﹤0.01% 582
2023
Q1 		$10.2K Buy
+133
New +$10.2K ﹤0.01% 711

Other funds holding BFAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Venturi Wealth Management's BFAM Position: Q2 2025 in Review

Venturi Wealth Management sold out of Bright Horizons (BFAM) in Q2 2025, closing a stake of 2,673 shares — an estimated $340K sold.

Venturi Wealth Management first reported a position in BFAM in Q1 2023 and held it in 9 quarters. The position peaked at $340K in Q1 2025. 396 funds tracked by Wall St. Rank hold BFAM as of Q2 2025.

  • Venturi Wealth Management reported no remaining Bright Horizons position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,673 Bright Horizons shares in Q2 2025, an estimated $340K.
  • Venturi Wealth Management first reported a position in Bright Horizons in Q1 2023 and held it in 9 quarters.
  • Venturi Wealth Management's Bright Horizons position peaked at $340K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.