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DiNuzzo Private Wealth’s CBRE Group CBRE Stock Holding History

DiNuzzo Private Wealth’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 		$4.31K Hold
32
– – ﹤0.01% 444
2026
Q1 		$4.33K Hold
32
– – ﹤0.01% 415
2025
Q4 		$5.15K Hold
32
– – ﹤0.01% 379
2025
Q3 		$5.19K Hold
32
– – ﹤0.01% 369
2025
Q2 		$4.48K Hold
32
– – ﹤0.01% 393
2025
Q1 		$4.18K Hold
32
– – ﹤0.01% 394
2024
Q4 		$4.2K Buy
32
+1
+3% +$131 ﹤0.01% 391
2024
Q3 		$3.86K Buy
31
+1
+3% +$109 ﹤0.01% 421
2024
Q2 		$2.67K Buy
30
+4
+15% +$355 ﹤0.01% 424
2024
Q1 		$2.53K Buy
26
+1
+4% +$90 ﹤0.01% 395
2023
Q4 		$2.33K Buy
+25
New +$1.94K ﹤0.01% 387

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

DiNuzzo Private Wealth's CBRE Position: Q2 2026 in Review

DiNuzzo Private Wealth held its CBRE Group (CBRE) position steady in Q2 2026 at 32 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

DiNuzzo Private Wealth first reported a position in CBRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.19K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • DiNuzzo Private Wealth held 32 shares of CBRE Group worth $4.31K as of Q2 2026.
  • DiNuzzo Private Wealth left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #444 holding.
  • DiNuzzo Private Wealth first reported a position in CBRE Group in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's CBRE Group position peaked at $5.19K in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

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