Wellington Management Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.53M | Buy |
9,392
+1,282
| +16% | +$244K | ﹤0.01% | 1600 |
|
|
2025
Q4 | $1.81M | Buy |
8,110
+315
| +4% | +$71.8K | ﹤0.01% | 1620 |
|
|
2025
Q3 | $1.86M | Buy |
7,795
+334
| +4% | +$83.2K | ﹤0.01% | 1652 |
|
|
2025
Q2 | $1.81M | Buy |
7,461
+1,612
| +28% | +$383K | ﹤0.01% | 1602 |
|
|
2025
Q1 | $1.42M | Buy |
5,849
+1,213
| +26% | +$285K | ﹤0.01% | 1629 |
|
|
2024
Q4 | $1.05M | Buy |
4,636
+1,026
| +28% | +$230K | ﹤0.01% | 1706 |
|
|
2024
Q3 | $776K | Sell |
3,610
-110
| -3% | -$23K | ﹤0.01% | 1753 |
|
|
2024
Q2 | $733K | Buy |
3,720
+270
| +8% | +$53.6K | ﹤0.01% | 1731 |
|
|
2024
Q1 | $707K | Buy |
3,450
+1,166
| +51% | +$235K | ﹤0.01% | 1761 |
|
|
2023
Q4 | $470K | Buy |
2,284
+317
| +16% | +$58.5K | ﹤0.01% | 1732 |
|
|
2023
Q3 | $352K | Buy |
1,967
+504
| +34% | +$89.3K | ﹤0.01% | 1728 |
|
|
2023
Q2 | $242K | Sell |
1,463
-5,298
| -78% | -$802K | ﹤0.01% | 1769 |
|
|
2023
Q1 | $991K | Buy |
6,761
+4,583
| +210% | +$656K | ﹤0.01% | 1659 |
|
|
2022
Q4 | $292K | Sell |
2,178
-1,592
| -42% | -$226K | ﹤0.01% | 1899 |
|
|
2022
Q3 | $544K | Buy |
3,770
+641
| +20% | +$104K | ﹤0.01% | 1778 |
|
|
2022
Q2 | $445K | Sell |
3,129
-410
| -12% | -$59.5K | ﹤0.01% | 1855 |
|
|
2022
Q1 | $551K | Buy |
3,539
+208
| +6% | +$31.9K | ﹤0.01% | 1891 |
|
|
2021
Q4 | $609K | Buy |
3,331
+75
| +2% | +$13.2K | ﹤0.01% | 1916 |
|
|
2021
Q3 | $542K | Sell |
3,256
-1,497
| -31% | -$255K | ﹤0.01% | 1910 |
|
|
2021
Q2 | $768K | Sell |
4,753
-2,536
| -35% | -$405K | ﹤0.01% | 1820 |
|
|
2021
Q1 | $1.12M | Buy |
7,289
+2,232
| +44% | +$330K | ﹤0.01% | 1706 |
|
|
2020
Q4 | $774K | Buy |
5,057
+2,894
| +134% | +$420K | ﹤0.01% | 1652 |
|
|
2020
Q3 | $286K | Sell |
2,163
-10
| -0.5% | -$1.34K | ﹤0.01% | 1810 |
|
|
2020
Q2 | $275K | Sell |
2,173
-345
| -14% | -$40K | ﹤0.01% | 1761 |
|
|
2020
Q1 | $239K | Buy |
2,518
+390
| +18% | +$44.5K | ﹤0.01% | 1831 |
|
|
2019
Q4 | $263K | Buy |
+2,128
| New | +$260K | ﹤0.01% | 1962 |
|
|
2019
Q1 | – | Sell |
-26,540
| Closed | -$2.56M | – | 2038 |
|
|
2018
Q4 | $2.56M | Sell |
26,540
-20,369
| -43% | -$2.21M | ﹤0.01% | 1569 |
|
|
2018
Q3 | $6.19M | Buy |
46,909
+29,151
| +164% | +$3.7M | ﹤0.01% | 1413 |
|
|
2018
Q2 | $2.04M | Sell |
17,758
-1,597
| -8% | -$180K | ﹤0.01% | 1719 |
|
|
2018
Q1 | $2.12M | Buy |
19,355
+7,836
| +68% | +$778K | ﹤0.01% | 1717 |
|
|
2017
Q4 | $1.04M | Buy |
+11,519
| New | +$1.01M | ﹤0.01% | 1892 |
|
|
2016
Q2 | – | Sell |
-19,171
| Closed | -$1.14M | – | 2090 |
|
|
2016
Q1 | $1.14M | Sell |
19,171
-12,622
| -40% | -$688K | ﹤0.01% | 1759 |
|
|
2015
Q4 | $1.71M | Sell |
31,793
-48,154
| -60% | -$2.7M | ﹤0.01% | 1663 |
|
|
2015
Q3 | $4.42M | Buy |
+79,947
| New | +$4.3M | ﹤0.01% | 1387 |
|
Other funds holding BR
VCM
VPM
Wellington Management Group's BR Position: Q1 2026 in Review
Wellington Management Group increased its Broadridge (BR) stake by 16% in Q1 2026, buying an estimated $244K and bringing the position to 9,392 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1600.
Wellington Management Group first reported a position in BR in Q3 2015 and has held it in 34 quarters since. The position peaked at $6.19M in Q3 2018. 1,059 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Wellington Management Group held 9,392 shares of Broadridge worth $1.53M as of Q1 2026.
- Wellington Management Group bought 1,282 Broadridge shares in Q1 2026, an estimated $244K.
- Broadridge made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1600 holding.
- Wellington Management Group first reported a position in Broadridge in Q3 2015 and has held it in 34 quarters since.
- Wellington Management Group's Broadridge position peaked at $6.19M in Q3 2018.
- 1,059 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.