CLREX
Columbia Balanced Fund Institutional 2 Class
1W: -0.8%
1M: -1.2%
3M: -0.4%
YTD: +5.2%
1Y: +7.0%
3Y: +52.7%
5Y: +43.8%
$58.12
+0.29 (+0.50%)
Weekly Expected Move ±1.1%
$57
$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 | NFLX.NE | NFLX.NE | New | — | 570194 shares |
| 2026-09-10 | TSLA | TSLA | Removed | 254506 shares | — |
| 2026-09-10 | UNH | UNH | Removed | 109143 shares | — |
| 2026-09-10 | NFLX | NFLX | Removed | 570194 shares | — |
| 2026-09-10 | PLTR | PLTR | Removed | 257762 shares | — |
| 2026-09-10 | V | V | Removed | 324932 shares | — |
| 2026-09-10 | PANW | PANW | Removed | 101836 shares | — |
| 2026-09-10 | VISA.NE | VISA.NE | New | — | 324932 shares |
| 2026-09-10 | PANW.NE | PANW.NE | New | — | 101836 shares |
| 2026-09-10 | TSLA.NE | TSLA.NE | New | — | 254506 shares |
| 2026-09-10 | PLTR.NE | PLTR.NE | New | — | 257762 shares |
| 2026-09-10 | UNH.NE | UNH.NE | New | — | 109143 shares |
| 2026-09-09 | AGCO | AGCO | New | — | 148827 shares |
| 2026-09-09 | DASH | DASH | shares | 202707 | 162784 |
| 2026-09-09 | PANW | PANW | shares | 139948 | 101836 |
| 2026-09-09 | SNPS | SNPS | shares | 129484 | 143211 |
| 2026-09-09 | GEV.TO | GEV.TO | shares | 32373 | 36718 |
| 2026-09-09 | IR | IR | Removed | 194163 shares | — |
| 2026-09-09 | GE.SW | GE.SW | Removed | 22206 shares | — |
| 2026-09-09 | GPT.AX | GPT.AX | Removed | 143452 shares | — |
| 2026-09-09 | 0Y3K.L | 0Y3K.L | Removed | 197842 shares | — |
| 2026-09-09 | ETN | ETN | New | — | 194888 shares |
| 2026-09-09 | LLY | LLY | shares | 132628 | 130647 |
| 2026-09-09 | BSQKZ | BSQKZ | shares | 697413 | 686999 |
| 2026-09-09 | RTX | RTX | shares | 197153 | 170706 |
| 2026-09-09 | SPGI | SPGI | shares | 114580 | 137203 |
| 2026-09-09 | LRCX | LRCX | New | — | 216339 shares |
| 2026-09-09 | HONA | HONA | shares | 297388 | 354212 |
| 2026-09-09 | TXN | TXN | shares | 380734 | 348302 |
| 2026-09-09 | MS | MS | shares | 471703 | 464659 |
| 2026-09-09 | JPM | JPM | shares | 214114 | 210917 |
| 2026-09-09 | TTWO | TTWO | shares | 238507 | 234945 |
| 2026-09-09 | PCAR | PCAR | shares | 275111 | 234820 |
| 2026-09-09 | TEL | TEL | shares | 669083 | 659092 |
| 2026-09-09 | BRK-A | BRK-A | shares | 240766 | 237171 |
| 2026-09-09 | BAC | BAC | shares | 1548349 | 1525229 |
| 2026-09-09 | INSM | INSM | shares | 273491 | 269407 |
| 2026-09-09 | NFLX | NFLX | shares | 441940 | 570194 |
| 2026-09-09 | WMT | WMT | shares | 589642 | 475359 |
| 2026-09-09 | TSLA | TSLA | shares | 126027 | 254506 |
| 2026-09-09 | CARR | CARR | shares | 810382 | 734569 |
| 2026-09-09 | DTE | DTE | shares | 363741 | 358310 |
| 2026-09-09 | IQV | IQV | shares | 76722 | 75577 |
| 2026-09-09 | VRTX | VRTX | shares | 173047 | 170463 |
| 2026-09-09 | ORCL | ORCL | shares | 99518 | 296887 |
| 2026-09-09 | UNH | UNH | shares | 110797 | 109143 |
| 2026-09-09 | COP | COP | shares | 427907 | 421518 |
| 2026-09-09 | AON | AON | shares | 99285 | 75895 |
| 2026-09-09 | SPCX | SPCX | shares | 118672 | 117824 |
| 2026-09-09 | LAR0.DE | LAR0.DE | Removed | 219619 shares | — |