William Blair & Company
CGUS icon

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
Q2 		$8.57M Buy
192,751
+23,448
+14% +$1M 0.02% 398
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

William Blair & Company's CGUS Position: Q2 2026 in Review

William Blair & Company increased its Capital Group Core Equity ETF (CGUS) stake by 14% in Q2 2026, buying an estimated $1M and bringing the position to 192,751 shares worth $8.57M. The position accounts for 0.02% of the portfolio, ranked #398.

William Blair & Company first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • William Blair & Company held 192,751 shares of Capital Group Core Equity ETF worth $8.57M as of Q2 2026.
  • William Blair & Company bought 23,448 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1M.
  • Capital Group Core Equity ETF made up 0.02% of William Blair & Company's portfolio in Q2 2026, its #398 holding.
  • William Blair & Company first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.