CBDYX
Columbia Balanced Fund Institutional 3 Class
1W: -0.8%
1M: -1.2%
3M: -0.4%
YTD: +5.2%
1Y: +7.0%
3Y: +52.8%
5Y: +44.1%
$58.94
+0.30 (+0.51%)
Weekly Expected Move ±1.1%
$57
$58
$59
$59
$60
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 | NFLX.NE | NFLX.NE | New | — | 570194 shares |
| 2026-09-10 | UNH | UNH | Removed | 109143 shares | — |
| 2026-09-10 | PANW | PANW | Removed | 101836 shares | — |
| 2026-09-10 | PLTR | PLTR | Removed | 257762 shares | — |
| 2026-09-10 | TSLA | TSLA | Removed | 254506 shares | — |
| 2026-09-10 | V | V | Removed | 324932 shares | — |
| 2026-09-10 | NFLX | NFLX | Removed | 570194 shares | — |
| 2026-09-10 | UNH.NE | UNH.NE | New | — | 109143 shares |
| 2026-09-10 | TSLA.NE | TSLA.NE | New | — | 254506 shares |
| 2026-09-10 | PANW.NE | PANW.NE | New | — | 101836 shares |
| 2026-09-10 | PLTR.NE | PLTR.NE | New | — | 257762 shares |
| 2026-09-10 | VISA.NE | VISA.NE | New | — | 324932 shares |
| 2026-09-09 | ETN | ETN | New | — | 194888 shares |
| 2026-09-09 | DASH | DASH | shares | 202707 | 162784 |
| 2026-09-09 | GE.SW | GE.SW | Removed | 22206 shares | — |
| 2026-09-09 | IR | IR | Removed | 194163 shares | — |
| 2026-09-09 | LAR0.DE | LAR0.DE | Removed | 219619 shares | — |
| 2026-09-09 | GPT.AX | GPT.AX | Removed | 143452 shares | — |
| 2026-09-09 | LRCX | LRCX | New | — | 216339 shares |
| 2026-09-09 | RTX | RTX | shares | 197153 | 170706 |
| 2026-09-09 | ABBV | ABBV | shares | 254238 | 250442 |
| 2026-09-09 | AAPL | AAPL | shares | 1350270 | 1250893 |
| 2026-09-09 | SWT | SWT | shares | 450485 | 399719 |
| 2026-09-09 | DXCM | DXCM | shares | 207897 | 204792 |
| 2026-09-09 | PCAR | PCAR | shares | 275111 | 234820 |
| 2026-09-09 | OKTA | OKTA | shares | 186823 | 49256 |
| 2026-09-09 | GEV.TO | GEV.TO | shares | 32373 | 36718 |
| 2026-09-09 | PLTR | PLTR | shares | 261669 | 257762 |
| 2026-09-09 | ITW | ITW | shares | 214188 | 172606 |
| 2026-09-09 | INSM | INSM | shares | 273491 | 269407 |
| 2026-09-09 | PHM | PHM | shares | 400535 | 394554 |
| 2026-09-09 | HON | HON | shares | 297388 | 259376 |
| 2026-09-09 | ISRG | ISRG | shares | 19191 | 18905 |
| 2026-09-09 | SYK | SYK | shares | 169285 | 175356 |
| 2026-09-09 | V | V | shares | 329858 | 324932 |
| 2026-09-09 | COP | COP | shares | 427907 | 421518 |
| 2026-09-09 | AMAT | AMAT | shares | 152375 | 150100 |
| 2026-09-09 | CARR | CARR | shares | 810382 | 734569 |
| 2026-09-09 | EOG | EOG | shares | 290942 | 286597 |
| 2026-09-09 | SBUX | SBUX | shares | 527497 | 507871 |
| 2026-09-09 | BSQKZ | BSQKZ | shares | 697413 | 686999 |
| 2026-09-09 | PANW | PANW | shares | 139948 | 101836 |
| 2026-09-09 | BAC | BAC | shares | 1548349 | 1525229 |
| 2026-09-09 | TMO | TMO | shares | 116858 | 115113 |
| 2026-09-09 | MS | MS | shares | 471703 | 464659 |
| 2026-09-09 | TPR | TPR | shares | 184672 | 181914 |
| 2026-09-09 | GOOG | GOOG | shares | 1084940 | 1068740 |
| 2026-09-09 | AON | AON | shares | 99285 | 75895 |
| 2026-09-09 | SNPS | SNPS | shares | 129484 | 143211 |
| 2026-09-09 | 0Y3K.L | 0Y3K.L | Removed | 197842 shares | — |