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NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

CMA holding history

Comerica Inc in every 13F filed by NewEdge Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMA overviewAll 13F holders of CMAFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2023
Holdings of CMA by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−641,793−100.0%Sold outHolders
Q4 2025641,793$55.8M0.6%+14,504+2.3%AddedHolders
Q3 2025627,289$49.0M0.7%+14,223+2.3%AddedHolders
Q2 2025613,066$40.5M0.6%+42,331+7.4%AddedHolders
Q1 2025570,735$33.7M0.6%+105,886+22.8%AddedHolders
Q4 2024464,849$28.8M0.5%+30,397+7.0%AddedHolders
Q3 2024434,452$26.0M0.5%−9,961−2.2%ReducedHolders
Q2 2024444,413$22.7M0.5%+15,824+3.7%AddedHolders
Q1 2024428,589$22.2M0.5%+248,192+137.6%AddedHolders
Q4 2023180,397$10.1M0.3%+180,397NewHolders