CBALX
Columbia Balanced Fund
1W: -0.8%
1M: -1.2%
3M: -0.4%
YTD: +5.2%
1Y: +7.0%
3Y: +44.6%
5Y: +20.8%
$58.07
+0.30 (+0.52%)
Weekly Expected Move ±1.2%
$56
$57
$58
$58
$59
Total Changes (90d)
162
New Holdings
46
Removed Holdings
11
306 changes · Page 1 of 7
| Date | Holding Name | Ticker | Change Type | Old Value | New Value |
|---|---|---|---|---|---|
| 2026-09-10 | UNH.NE | UNH.NE | New | — | 109143 shares |
| 2026-09-10 | NFLX.NE | NFLX.NE | New | — | 570194 shares |
| 2026-09-10 | PLTR.NE | PLTR.NE | New | — | 257762 shares |
| 2026-09-10 | PANW.NE | PANW.NE | New | — | 101836 shares |
| 2026-09-10 | VISA.NE | VISA.NE | New | — | 324932 shares |
| 2026-09-10 | TSLA.NE | TSLA.NE | New | — | 254506 shares |
| 2026-09-10 | PANW | PANW | Removed | 101836 shares | — |
| 2026-09-10 | V | V | Removed | 324932 shares | — |
| 2026-09-10 | UNH | UNH | Removed | 109143 shares | — |
| 2026-09-10 | NFLX | NFLX | Removed | 570194 shares | — |
| 2026-09-10 | TSLA | TSLA | Removed | 254506 shares | — |
| 2026-09-10 | PLTR | PLTR | Removed | 257762 shares | — |
| 2026-09-09 | HON | HON | shares | 297388 | 259376 |
| 2026-09-09 | BAC | BAC | shares | 1548349 | 1525229 |
| 2026-09-09 | AVGO | AVGO | shares | 572918 | 568822 |
| 2026-09-09 | PHM | PHM | shares | 400535 | 394554 |
| 2026-09-09 | TMO | TMO | shares | 116858 | 115113 |
| 2026-09-09 | LLY | LLY | shares | 132628 | 130647 |
| 2026-09-09 | CRM | CRM | shares | 98907 | 151662 |
| 2026-09-09 | ITW | ITW | shares | 214188 | 172606 |
| 2026-09-09 | EBAY | EBAY | shares | 786664 | 629450 |
| 2026-09-09 | TXN | TXN | shares | 380734 | 348302 |
| 2026-09-09 | BSQKZ | BSQKZ | shares | 697413 | 686999 |
| 2026-09-09 | MU | MU | shares | 138228 | 162950 |
| 2026-09-09 | EQIX | EQIX | shares | 67650 | 66640 |
| 2026-09-09 | IQV | IQV | shares | 76722 | 75577 |
| 2026-09-09 | MRVL | MRVL | shares | 180138 | 242995 |
| 2026-09-09 | NFLX | NFLX | shares | 441940 | 570194 |
| 2026-09-09 | SNPS | SNPS | shares | 129484 | 143211 |
| 2026-09-09 | COP | COP | shares | 427907 | 421518 |
| 2026-09-09 | GEV.TO | GEV.TO | shares | 32373 | 36718 |
| 2026-09-09 | UNH | UNH | shares | 110797 | 109143 |
| 2026-09-09 | DASH | DASH | shares | 202707 | 162784 |
| 2026-09-09 | RTX | RTX | shares | 197153 | 170706 |
| 2026-09-09 | V | V | shares | 329858 | 324932 |
| 2026-09-09 | AON | AON | shares | 99285 | 75895 |
| 2026-09-09 | WM | WM | shares | 151756 | 145301 |
| 2026-09-09 | PANW | PANW | shares | 139948 | 101836 |
| 2026-09-09 | META | META | shares | 264338 | 260391 |
| 2026-09-09 | AAPL | AAPL | shares | 1350270 | 1250893 |
| 2026-09-09 | TTWO | TTWO | shares | 238507 | 234945 |
| 2026-09-09 | MS | MS | shares | 471703 | 464659 |
| 2026-09-09 | PEG | PEG | shares | 206985 | 203895 |
| 2026-09-09 | NVDA | NVDA | shares | 2632615 | 2613793 |
| 2026-09-09 | DHR | DHR | shares | 308548 | 303940 |
| 2026-09-09 | SPGI | SPGI | shares | 114580 | 137203 |
| 2026-09-09 | ORCL | ORCL | shares | 99518 | 296887 |
| 2026-09-09 | J | J | shares | 232726 | 229251 |
| 2026-09-09 | BRK-A | BRK-A | shares | 240766 | 237171 |
| 2026-09-09 | EOG | EOG | shares | 290942 | 286597 |