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Clark Wealth Partners’s CBRE Group CBRE Stock Holding History

Clark Wealth Partners’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 		$2.02K Sell
15
-13
-46% -$1.79K ﹤0.01% 417
2026
Q1 		$3.79K Buy
28
+9
+47% +$1.37K ﹤0.01% 367
2025
Q4 		$3.06K Hold
19
– – ﹤0.01% 389
2025
Q3 		$3.06K Buy
19
+4
+27% +$619 ﹤0.01% 389
2025
Q2 		$2.1K Sell
15
-1
-6% -$126 ﹤0.01% 375
2025
Q1 		$2.09K Sell
16
-1
-6% -$136 ﹤0.01% 366
2024
Q4 		$2.23K Buy
+17
New +$2.23K ﹤0.01% 336

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Clark Wealth Partners's CBRE Position: Q2 2026 in Review

Clark Wealth Partners reduced its CBRE Group (CBRE) stake by 46% in Q2 2026, selling an estimated $1.79K and leaving 15 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Clark Wealth Partners first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.79K in Q1 2026. 1,018 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Clark Wealth Partners held 15 shares of CBRE Group worth $2.02K as of Q2 2026.
  • Clark Wealth Partners sold 13 CBRE Group shares in Q2 2026, an estimated $1.79K.
  • CBRE Group made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #417 holding.
  • Clark Wealth Partners first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's CBRE Group position peaked at $3.79K in Q1 2026.
  • 1,018 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.