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Wealth Preservation Advisors’s Braze BRZE Stock Holding History

Wealth Preservation Advisors’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9
Closed -$212 – 205
2026
Q1 		$212 Buy
+9
New +$195 ﹤0.01% 878

Other funds holding BRZE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wealth Preservation Advisors's BRZE Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Braze (BRZE) in Q2 2026, closing a stake of 9 shares — an estimated $212 sold.

Wealth Preservation Advisors first reported a position in BRZE in Q1 2026 and held it in 1 quarter. The position peaked at $212 in Q1 2026. 245 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Braze position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 9 Braze shares in Q2 2026, an estimated $212.
  • Wealth Preservation Advisors first reported a position in Braze in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Braze position peaked at $212 in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.