1858 Wealth Management’s CME Group CME Stock Holding History

1858 Wealth Management’s Portfolio CME Stock Details CME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.94M	Hold	18,300	–	–	3.47%	6
2025 Q2	$5.04M	Hold	18,300	–	–	3.72%	7
2025 Q1	$4.85M	Hold	18,300	–	–	4.11%	3
2024 Q4	$4.25M	Hold	18,300	–	–	3.37%	5
2024 Q3	$4.04M	Hold	18,300	–	–	3.32%	5
2024 Q2	$3.6M	Hold	18,300	–	–	2.99%	6
2024 Q1	$3.85M	Hold	18,300	–	–	3.65%	3
2023 Q4	$3.85M	Buy	+18,300	New	+$3.9M	3.65%	3

Other funds holding CME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

1858 Wealth Management's CME Position: Q3 2025 in Review

1858 Wealth Management held its CME Group (CME) position steady in Q3 2025 at 18,300 shares worth $4.94M. The position accounts for 3.47% of the portfolio, ranked #6.

1858 Wealth Management first reported a position in CME in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.04M in Q2 2025. 1,651 funds tracked by Wall St. Rank hold CME as of Q3 2025.

1858 Wealth Management held 18,300 shares of CME Group worth $4.94M as of Q3 2025.
1858 Wealth Management left its CME Group share count unchanged in Q3 2025.
CME Group made up 3.47% of 1858 Wealth Management's portfolio in Q3 2025, its #6 holding.
1858 Wealth Management first reported a position in CME Group in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's CME Group position peaked at $5.04M in Q2 2025.
1,651 funds tracked by Wall St. Rank held CME Group as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.