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Measured Wealth Private Client Group’s Commercial Metals CMC Stock Holding History

Measured Wealth Private Client Group’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-236
Closed -$14.5K – 726
2026
Q1 		$14.5K Buy
+236
New +$17K ﹤0.01% 533
2018
Q4 		– Sell
-415
Closed -$8K – 211
2018
Q3 		$8K Buy
+415
New +$8.93K ﹤0.01% 645

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Measured Wealth Private Client Group's CMC Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of Commercial Metals (CMC) in Q2 2026, closing a stake of 236 shares — an estimated $14.5K sold.

Measured Wealth Private Client Group first reported a position in CMC in Q3 2018 and held it in 2 quarters. The position peaked at $14.5K in Q1 2026. 522 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

  • Measured Wealth Private Client Group reported no remaining Commercial Metals position as of Q2 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 236 Commercial Metals shares in Q2 2026, an estimated $14.5K.
  • Measured Wealth Private Client Group first reported a position in Commercial Metals in Q3 2018 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Commercial Metals position peaked at $14.5K in Q1 2026.
  • 522 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.