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Cassaday & Co Wealth Management’s CBRE Group CBRE Stock Holding History

Cassaday & Co 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 		$5.12K Sell
38
-203
-84% -$28K ﹤0.01% 946
2026
Q1 		$32.7K Buy
+241
New +$36.6K ﹤0.01% 699

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

Cassaday & Co Wealth Management's CBRE Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its CBRE Group (CBRE) stake by 84% in Q2 2026, selling an estimated $28K and leaving 38 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Cassaday & Co Wealth Management first reported a position in CBRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $32.7K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Cassaday & Co Wealth Management held 38 shares of CBRE Group worth $5.12K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 203 CBRE Group shares in Q2 2026, an estimated $28K.
  • CBRE Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #946 holding.
  • Cassaday & Co Wealth Management first reported a position in CBRE Group in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's CBRE Group position peaked at $32.7K in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.