William Blair & Company’s Capital Group Core Equity ETF CGUS Stock Holding History

William Blair & Company’s Portfolio CGUS Stock Details CGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.5M	Buy	169,303 +2,866	+2%	+$115K	0.02%	441
2025 Q4	$6.7M	Buy	166,437 +5,003	+3%	+$200K	0.02%	447
2025 Q3	$6.38M	Buy	161,434 +2,031	+1%	+$78K	0.02%	463
2025 Q2	$5.89M	Buy	159,403 +3,795	+2%	+$129K	0.02%	457
2025 Q1	$5.2M	Buy	155,608 +7,068	+5%	+$248K	0.02%	474
2024 Q4	$5.19M	Sell	148,540 -3,307	-2%	-$116K	0.02%	489
2024 Q3	$5.21M	Buy	151,847 +19,037	+14%	+$629K	0.02%	497
2024 Q2	$4.28M	Buy	132,810 +16,424	+14%	+$513K	0.01%	523
2024 Q1	$3.63M	Buy	116,386 +22,727	+24%	+$674K	0.01%	548
2023 Q4	$2.65M	Buy	+93,659	New	+$2.47M	0.01%	610

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

William Blair & Company's CGUS Position: Q1 2026 in Review

William Blair & Company increased its Capital Group Core Equity ETF (CGUS) stake by 1.7% in Q1 2026, buying an estimated $115K and bringing the position to 169,303 shares worth $6.5M. The position accounts for 0.02% of the portfolio, ranked #441.

William Blair & Company first reported a position in CGUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.7M in Q4 2025. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

William Blair & Company held 169,303 shares of Capital Group Core Equity ETF worth $6.5M as of Q1 2026.
William Blair & Company bought 2,866 Capital Group Core Equity ETF shares in Q1 2026, an estimated $115K.
Capital Group Core Equity ETF made up 0.02% of William Blair & Company's portfolio in Q1 2026, its #441 holding.
William Blair & Company first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 10 quarters since.
William Blair & Company's Capital Group Core Equity ETF position peaked at $6.7M in Q4 2025.
409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.