WWM
BBY icon

Waterway Wealth Management’s Best Buy BBY Stock Holding History

Waterway Wealth Management’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
2025
Q2 		– Sell
-7,443
Closed -$548K – 79
2025
Q1 		$548K Buy
7,443
+147
+2% +$12.1K 0.23% 45
2024
Q4 		$626K Buy
7,296
+1,180
+19% +$108K 0.28% 38
2024
Q3 		$632K Buy
6,116
+276
+5% +$24.9K 0.27% 39
2024
Q2 		$492K Buy
+5,840
New +$464K 0.24% 41

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Waterway Wealth Management's BBY Position: Q2 2025 in Review

Waterway Wealth Management sold out of Best Buy (BBY) in Q2 2025, closing a stake of 7,443 shares — an estimated $548K sold.

Waterway Wealth Management first reported a position in BBY in Q2 2024 and held it in 4 quarters. The position peaked at $632K in Q3 2024. 814 funds tracked by Wall St. Rank hold BBY as of Q2 2025.

  • Waterway Wealth Management reported no remaining Best Buy position as of Q2 2025 after selling out during the quarter.
  • Waterway Wealth Management sold 7,443 Best Buy shares in Q2 2025, an estimated $548K.
  • Waterway Wealth Management first reported a position in Best Buy in Q2 2024 and held it in 4 quarters.
  • Waterway Wealth Management's Best Buy position peaked at $632K in Q3 2024.
  • 814 funds tracked by Wall St. Rank held Best Buy as of Q2 2025.

Based on Waterway Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.