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Whipplewood Advisors’s Broadridge BR Stock Holding History

Whipplewood Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5
Closed -$1.12K – 1068
2025
Q4 		$1.12K Buy
+5
New +$1.14K ﹤0.01% 394
2025
Q3 		– Sell
-5
Closed -$1.22K – 410
2025
Q2 		$1.22K Sell
5
-131
-96% -$31.1K ﹤0.01% 983
2025
Q1 		$1.21K Buy
136
+131
+2,620% +$30.8K ﹤0.01% 992
2024
Q4 		$1.13K Buy
+5
New +$1.12K ﹤0.01% 1000

Other funds holding BR

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whipplewood Advisors's BR Position: Q1 2026 in Review

Whipplewood Advisors sold out of Broadridge (BR) in Q1 2026, closing a stake of 5 shares — an estimated $1.12K sold.

Whipplewood Advisors first reported a position in BR in Q4 2024 and held it in 4 quarters. The position peaked at $1.22K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Whipplewood Advisors reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 5 Broadridge shares in Q1 2026, an estimated $1.12K.
  • Whipplewood Advisors first reported a position in Broadridge in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Broadridge position peaked at $1.22K in Q2 2025.
  • 1,063 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.