COLDSTREAM CAPITAL MANAGEMENT INC - Portfolio Stock Holdings
COLDSTREAM CAPITAL MANAGEMENT INC disclosed 1333 stock positions in a recent SEC 13F filing. $12,355,741,242 of stock holdings were filed, with the largest holdings including BRK.A, IVV, and MSFT. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 2026.We estimate the fund has a total AUM of $13,925,235,705 and has 207 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1333Est. Stock Holding Value:
$12,355,741,242Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - COLDSTREAM CAPITAL MANAGEMENT INC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...