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CBLAX

Columbia Balanced Fund Class A
1W: -0.8% 1M: -1.2% 3M: -0.4% YTD: +5.2% 1Y: +6.9% 3Y: +51.7% 5Y: +42.0%
$58.25
+0.30 (+0.52%)
 
Weekly Expected Move ±1.2%
$57 $57 $58 $59 $59
ETF NASDAQ · AUM $10.2B
Total Changes (90d)
162
New Holdings
46
Removed Holdings
11
384 changes · Page 1 of 8
Date Holding Name Ticker Change Type Old Value New Value
2026-09-10 PLTR.NE PLTR.NE New — 257762 shares
2026-09-10 PANW.NE PANW.NE New — 101836 shares
2026-09-10 UNH.NE UNH.NE New — 109143 shares
2026-09-10 NFLX.NE NFLX.NE New — 570194 shares
2026-09-10 TSLA.NE TSLA.NE New — 254506 shares
2026-09-10 VISA.NE VISA.NE New — 324932 shares
2026-09-10 NFLX NFLX Removed 570194 shares —
2026-09-10 PLTR PLTR Removed 257762 shares —
2026-09-10 PANW PANW Removed 101836 shares —
2026-09-10 UNH UNH Removed 109143 shares —
2026-09-10 V V Removed 324932 shares —
2026-09-10 TSLA TSLA Removed 254506 shares —
2026-09-09 MRVL MRVL shares 180138 242995
2026-09-09 CARR CARR shares 810382 734569
2026-09-09 WFC WFC shares 428374 421977
2026-09-09 TMO TMO shares 116858 115113
2026-09-09 EQIX EQIX shares 67650 66640
2026-09-09 ETN ETN New — 194888 shares
2026-09-09 LRCX LRCX New — 216339 shares
2026-09-09 AGCO AGCO New — 148827 shares
2026-09-09 GPT.AX GPT.AX Removed 143452 shares —
2026-09-09 GE.SW GE.SW Removed 22206 shares —
2026-09-09 0Y3K.L 0Y3K.L Removed 197842 shares —
2026-09-09 IR IR Removed 194163 shares —
2026-09-09 LAR0.DE LAR0.DE Removed 219619 shares —
2026-09-09 NVDA NVDA shares 2632615 2613793
2026-09-09 DHR DHR shares 308548 303940
2026-09-09 ITW ITW shares 214188 172606
2026-09-09 RTX RTX shares 197153 170706
2026-09-09 IQV IQV shares 76722 75577
2026-09-09 DELL DELL shares 156415 154079
2026-09-09 BRK-A BRK-A shares 240766 237171
2026-09-09 AMZN AMZN shares 1254833 1245861
2026-09-09 UNH UNH shares 110797 109143
2026-09-09 AAPL AAPL shares 1350270 1250893
2026-09-09 BSQKZ BSQKZ shares 697413 686999
2026-09-09 HON HON shares 297388 259376
2026-09-09 DASH DASH shares 202707 162784
2026-09-09 BAC BAC shares 1548349 1525229
2026-09-09 HONA HONA shares 297388 354212
2026-09-09 MS MS shares 471703 464659
2026-09-09 OKTA OKTA shares 186823 49256
2026-09-09 AON AON shares 99285 75895
2026-09-09 DTE DTE shares 363741 358310
2026-09-09 ORCL ORCL shares 99518 296887
2026-09-09 AMAT AMAT shares 152375 150100
2026-09-09 SNPS SNPS shares 129484 143211
2026-09-09 J J shares 232726 229251
2026-09-09 JPM JPM shares 214114 210917
2026-09-09 MA MA shares 125644 123768
1 2 3 ... 8 Next →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms