WealthTrak Capital Management’s Braze BRZE Stock Holding History

WealthTrak Capital Management’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
2025 Q2	–	Sell	-10	Closed	-$361	–	955
2025 Q1	$361	Buy	+10	New	+$402	﹤0.01%	726

Other funds holding BRZE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WealthTrak Capital Management's BRZE Position: Q2 2025 in Review

WealthTrak Capital Management sold out of Braze (BRZE) in Q2 2025, closing a stake of 10 shares — an estimated $361 sold.

WealthTrak Capital Management first reported a position in BRZE in Q1 2025 and held it in 1 quarter. The position peaked at $361 in Q1 2025. 221 funds tracked by Wall St. Rank hold BRZE as of Q2 2025.

WealthTrak Capital Management reported no remaining Braze position as of Q2 2025 after selling out during the quarter.
WealthTrak Capital Management sold 10 Braze shares in Q2 2025, an estimated $361.
WealthTrak Capital Management first reported a position in Braze in Q1 2025 and held it in 1 quarter.
WealthTrak Capital Management's Braze position peaked at $361 in Q1 2025.
221 funds tracked by Wall St. Rank held Braze as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.