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Medallion Wealth Advisors’s CBRE Group CBRE Stock Holding History

Medallion Wealth Advisors’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 		– Sell
-40
Closed -$5.42K – 1231
2026
Q1 		$5.42K Sell
40
-4
-9% -$608 ﹤0.01% 857
2025
Q4 		$7.08K Hold
44
– – ﹤0.01% 802
2025
Q3 		$6.93K Buy
44
+17
+63% +$2.63K ﹤0.01% 815
2025
Q2 		$3.82K Buy
27
+10
+59% +$1.26K ﹤0.01% 877
2025
Q1 		$2.23K Buy
+17
New +$2.31K ﹤0.01% 903

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

Medallion Wealth Advisors's CBRE Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 40 shares — an estimated $5.42K sold.

Medallion Wealth Advisors first reported a position in CBRE in Q1 2025 and held it in 5 quarters. The position peaked at $7.08K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 40 CBRE Group shares in Q2 2026, an estimated $5.42K.
  • Medallion Wealth Advisors first reported a position in CBRE Group in Q1 2025 and held it in 5 quarters.
  • Medallion Wealth Advisors's CBRE Group position peaked at $7.08K in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.