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Whipplewood Advisors’s Brunswick BC Stock Holding History

Whipplewood Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09K Sell
13
-11
-46% -$882 ﹤0.01% 535
2026
Q1 		$1.75K Buy
+24
New +$1.94K ﹤0.01% 789
2025
Q3 		– Sell
-34
Closed -$1.88K – 383
2025
Q2 		$1.88K Sell
34
-14
-29% -$708 ﹤0.01% 897
2025
Q1 		$1.83K Buy
48
+14
+41% +$877 ﹤0.01% 906
2024
Q4 		$2.2K Buy
+34
New +$2.67K ﹤0.01% 855

Other funds holding BC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Whipplewood Advisors's BC Position: Q2 2026 in Review

Whipplewood Advisors reduced its Brunswick (BC) stake by 46% in Q2 2026, selling an estimated $882 and leaving 13 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Whipplewood Advisors first reported a position in BC in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.2K in Q4 2024. 467 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Whipplewood Advisors held 13 shares of Brunswick worth $1.09K as of Q2 2026.
  • Whipplewood Advisors sold 11 Brunswick shares in Q2 2026, an estimated $882.
  • Brunswick made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #535 holding.
  • Whipplewood Advisors first reported a position in Brunswick in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Brunswick position peaked at $2.2K in Q4 2024.
  • 467 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.