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Nvest Wealth Strategies’s Chipotle Mexican Grill CMG Stock Holding History

Nvest Wealth Strategies’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.4K Hold
100
– – ﹤0.01% 168
2026
Q1 		$3.2K Hold
100
– – ﹤0.01% 167
2025
Q4 		$3.7K Buy
+100
New +$3.62K ﹤0.01% 165

Other funds holding CMG

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
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Nvest Wealth Strategies's CMG Position: Q2 2026 in Review

Nvest Wealth Strategies held its Chipotle Mexican Grill (CMG) position steady in Q2 2026 at 100 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Nvest Wealth Strategies first reported a position in CMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.7K in Q4 2025. 643 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Nvest Wealth Strategies held 100 shares of Chipotle Mexican Grill worth $3.4K as of Q2 2026.
  • Nvest Wealth Strategies left its Chipotle Mexican Grill share count unchanged in Q2 2026.
  • Chipotle Mexican Grill made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #168 holding.
  • Nvest Wealth Strategies first reported a position in Chipotle Mexican Grill in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Chipotle Mexican Grill position peaked at $3.7K in Q4 2025.
  • 643 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

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