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Wetzel Investment Advisors’s Best Buy BBY Stock Holding History

Wetzel Investment Advisors’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
-3,008
Closed -$224K – 126
2025
Q1 		$224K Sell
3,008
-323
-10% -$26.6K 0.11% 109
2024
Q4 		$289K Sell
3,331
-39
-1% -$3.56K 0.14% 97
2024
Q3 		$351K Buy
3,370
+369
+12% +$33.2K 0.18% 85
2024
Q2 		$246K Sell
3,001
-277
-8% -$22K 0.14% 102
2024
Q1 		$249K Buy
3,278
+354
+12% +$26.9K 0.15% 97
2023
Q4 		$229K Buy
+2,924
New +$206K 0.14% 100

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

Wetzel Investment Advisors's BBY Position: Q2 2025 in Review

Wetzel Investment Advisors sold out of Best Buy (BBY) in Q2 2025, closing a stake of 3,008 shares — an estimated $224K sold.

Wetzel Investment Advisors first reported a position in BBY in Q4 2023 and held it in 6 quarters. The position peaked at $351K in Q3 2024. 814 funds tracked by Wall St. Rank hold BBY as of Q2 2025.

  • Wetzel Investment Advisors reported no remaining Best Buy position as of Q2 2025 after selling out during the quarter.
  • Wetzel Investment Advisors sold 3,008 Best Buy shares in Q2 2025, an estimated $224K.
  • Wetzel Investment Advisors first reported a position in Best Buy in Q4 2023 and held it in 6 quarters.
  • Wetzel Investment Advisors's Best Buy position peaked at $351K in Q3 2024.
  • 814 funds tracked by Wall St. Rank held Best Buy as of Q2 2025.

Based on Wetzel Investment Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.