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Morey & Quinn Wealth Partners’s CBRE Group CBRE Stock Holding History

Morey & Quinn 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 		$246K Buy
1,829
+100
+6% +$13.8K 0.16% 120
2026
Q1 		$234K Hold
1,729
– – 0.17% 120
2025
Q4 		$278K Buy
1,729
+100
+6% +$15.7K 0.2% 107
2025
Q3 		$257K Hold
1,629
– – 0.19% 113
2025
Q2 		$228K Sell
1,629
-252
-13% -$31.9K 0.18% 115
2025
Q1 		$246K Buy
1,881
+70
+4% +$9.51K 0.2% 110
2024
Q4 		$238K Buy
+1,811
New +$237K 0.2% 106

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

Morey & Quinn Wealth Partners's CBRE Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its CBRE Group (CBRE) stake by 5.8% in Q2 2026, buying an estimated $13.8K and bringing the position to 1,829 shares worth $246K. The position accounts for 0.16% of the portfolio, ranked #120.

Morey & Quinn Wealth Partners first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $278K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Morey & Quinn Wealth Partners held 1,829 shares of CBRE Group worth $246K as of Q2 2026.
  • Morey & Quinn Wealth Partners bought 100 CBRE Group shares in Q2 2026, an estimated $13.8K.
  • CBRE Group made up 0.16% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #120 holding.
  • Morey & Quinn Wealth Partners first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • Morey & Quinn Wealth Partners's CBRE Group position peaked at $278K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.