WBALX
Weitz Conservative Allocation Fund;Investor
1W: -0.5%
1M: -1.6%
3M: -0.8%
YTD: -1.7%
1Y: -4.7%
3Y: +12.9%
5Y: +9.0%
$16.39
+0.03 (+0.18%)
Weekly Expected Move ±0.6%
$16
$16
$16
$16
$17
Total Changes (90d)
0
New Holdings
0
Removed Holdings
0
26 changes · Page 1 of 1
| Date | Holding Name | Ticker | Change Type | Old Value | New Value |
|---|---|---|---|---|---|
| 2026-02-28 | IT | IT | New | — | 8250 shares |
| 2026-02-28 | LIN | LIN | New | — | 6000 shares |
| 2026-02-28 | BRK-B | BRK-B | New | — | 12500 shares |
| 2026-02-28 | CMCSA | CMCSA | New | — | 80000 shares |
| 2026-02-28 | LH | LH | New | — | 13750 shares |
| 2026-02-28 | ADI | ADI | New | — | 18500 shares |
| 2026-02-28 | VLTO | VLTO | New | — | 32500 shares |
| 2026-02-28 | V.BA | V.BA | New | — | 13750 shares |
| 2026-02-28 | ROP | ROP | New | — | 5500 shares |
| 2026-02-28 | SPGI | SPGI | New | — | 6100 shares |
| 2026-02-28 | GOOG | GOOG | New | — | 15000 shares |
| 2026-02-28 | EFX | EFX | New | — | 13500 shares |
| 2026-02-28 | TXN | TXN | New | — | 11000 shares |
| 2026-02-28 | ODFL | ODFL | New | — | 16000 shares |
| 2026-02-28 | IEX | IEX | New | — | 25000 shares |
| 2026-02-28 | MA.BA | MA.BA | New | — | 8500 shares |
| 2026-02-28 | VMC | VMC | New | — | 18000 shares |
| 2026-02-28 | TMO | TMO | New | — | 10500 shares |
| 2026-02-28 | AON | AON | New | — | 16750 shares |
| 2026-02-28 | MSFT | MSFT | New | — | 9250 shares |
| 2026-02-28 | TECH | TECH | New | — | 40000 shares |
| 2026-02-28 | DHR | DHR | New | — | 25000 shares |
| 2026-02-28 | FTV | FTV | New | — | 39000 shares |
| 2026-02-28 | MLM | MLM | New | — | 8000 shares |
| 2026-02-28 | ACN | ACN | New | — | 16500 shares |
| 2026-02-28 | DEO | DEO | New | — | 24000 shares |