MV Capital Management’s CBRE Group CBRE Stock Holding History

MV Capital Management’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	$35.3K	Sell	262 -3	-1%	-$413	﹤0.01%	385
2026 Q1	$35.9K	Buy	265 +3	+1%	+$456	﹤0.01%	367
2025 Q4	$42.1K	Buy	262 +2	+0.8%	+$314	﹤0.01%	336
2025 Q3	$41K	Hold	260	–	–	﹤0.01%	338
2025 Q2	$36.4K	Sell	260 -16	-6%	-$2.02K	﹤0.01%	349
2025 Q1	$36.1K	Buy	276 +17	+7%	+$2.31K	﹤0.01%	346
2024 Q4	$34K	Sell	259 -5	-2%	-$655	﹤0.01%	341
2024 Q3	$32.9K	Buy	264 +2	+0.8%	+$218	﹤0.01%	361
2024 Q2	$23.3K	Buy	262 +2	+0.8%	+$177	﹤0.01%	394
2024 Q1	$25.3K	Sell	260 -5	-2%	-$449	﹤0.01%	384
2023 Q4	$24.7K	Sell	265 -35	-12%	-$2.72K	﹤0.01%	390
2023 Q3	$22.2K	Buy	300 +60	+25%	+$4.97K	﹤0.01%	376
2023 Q2	$19.4K	Sell	240 -1	-0.4%	-$75	﹤0.01%	409
2023 Q1	$17.5K	Buy	241 +31	+15%	+$2.53K	﹤0.01%	427
2022 Q4	$16.2K	Buy	210 +27	+15%	+$1.99K	﹤0.01%	387
2022 Q3	$12K	Buy	183 +43	+31%	+$3.41K	﹤0.01%	413
2022 Q2	$10K	Buy	140 +6	+4%	+$483	﹤0.01%	429
2022 Q1	$12K	Buy	134 +36	+37%	+$3.51K	﹤0.01%	418
2021 Q4	$11K	Buy	98 +16	+20%	+$1.64K	﹤0.01%	423
2021 Q3	$8K	Buy	82 +33	+67%	+$3.07K	﹤0.01%	473
2021 Q2	$4K	Buy	+49	New	+$4.18K	﹤0.01%	520

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MV Capital Management's CBRE Position: Q2 2026 in Review

MV Capital Management reduced its CBRE Group (CBRE) stake by 1.1% in Q2 2026, selling an estimated $413 and leaving 262 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

MV Capital Management first reported a position in CBRE in Q2 2021 and has held it in 21 quarters since. The position peaked at $42.1K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

MV Capital Management held 262 shares of CBRE Group worth $35.3K as of Q2 2026.
MV Capital Management sold 3 CBRE Group shares in Q2 2026, an estimated $413.
CBRE Group made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #385 holding.
MV Capital Management first reported a position in CBRE Group in Q2 2021 and has held it in 21 quarters since.
MV Capital Management's CBRE Group position peaked at $42.1K in Q4 2025.
1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.