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Abound Wealth Management’s CBRE Group CBRE Stock Holding History

Abound Wealth Management’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.94K Sell
66
-48
-42% -$6.61K ﹤0.01% 491
2026
Q1 		$15.5K Buy
114
+24
+27% +$3.65K ﹤0.01% 445
2025
Q4 		$14.5K Hold
90
– – ﹤0.01% 431
2025
Q3 		$14.2K Buy
90
+2
+2% +$309 ﹤0.01% 423
2025
Q2 		$12.3K Hold
88
– – ﹤0.01% 410
2025
Q1 		$11.5K Sell
88
-12
-12% -$1.63K ﹤0.01% 383
2024
Q4 		$13.1K Sell
100
-11
-10% -$1.44K ﹤0.01% 348
2024
Q3 		$13.8K Buy
111
+30
+37% +$3.27K ﹤0.01% 360
2024
Q2 		$7.22K Sell
81
-4
-5% -$355 ﹤0.01% 420
2024
Q1 		$8.27K Hold
85
– – ﹤0.01% 409
2023
Q4 		$7.91K Sell
85
-4
-4% -$311 ﹤0.01% 414
2023
Q3 		$6.57K Buy
89
+19
+27% +$1.58K ﹤0.01% 406
2023
Q2 		$5.65K Buy
70
+16
+30% +$1.2K ﹤0.01% 457
2023
Q1 		$3.93K Hold
54
– – ﹤0.01% 462
2022
Q4 		$4.16K Sell
54
-56
-51% -$4.14K ﹤0.01% 386
2022
Q3 		$7.43K Buy
+110
New +$8.72K ﹤0.01% 315

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Abound Wealth Management's CBRE Position: Q2 2026 in Review

Abound Wealth Management reduced its CBRE Group (CBRE) stake by 42% in Q2 2026, selling an estimated $6.61K and leaving 66 shares worth $8.94K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Abound Wealth Management first reported a position in CBRE in Q3 2022 and has held it in 16 quarters since. The position peaked at $15.5K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Abound Wealth Management held 66 shares of CBRE Group worth $8.94K as of Q2 2026.
  • Abound Wealth Management sold 48 CBRE Group shares in Q2 2026, an estimated $6.61K.
  • CBRE Group made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #491 holding.
  • Abound Wealth Management first reported a position in CBRE Group in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's CBRE Group position peaked at $15.5K in Q1 2026.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.