AO
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Advisor OS’s CME Group CME Stock Holding History

Advisor OS’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 		– Sell
-871
Closed -$240K – 487
2025
Q2 		$240K Buy
871
+104
+14% +$28.3K 0.02% 393
2025
Q1 		$204K Buy
+767
New +$189K 0.02% 404
2024
Q3 		– Sell
-1,934
Closed -$380K – 412
2024
Q2 		$380K Sell
1,934
-230
-11% -$47.5K 0.04% 270
2024
Q1 		$466K Buy
2,164
+736
+52% +$155K 0.05% 246
2023
Q4 		$301K Buy
1,428
+289
+25% +$61.7K 0.04% 259
2023
Q3 		$228K Buy
1,139
+13
+1% +$2.58K 0.03% 262
2023
Q2 		$209K Buy
1,126
+44
+4% +$8.13K 0.03% 280
2023
Q1 		$207K Buy
+1,082
New +$196K 0.05% 231

Other funds holding CME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisor OS's CME Position: Q3 2025 in Review

Advisor OS sold out of CME Group (CME) in Q3 2025, closing a stake of 871 shares — an estimated $240K sold.

Advisor OS first reported a position in CME in Q1 2023 and held it in 8 quarters. The position peaked at $466K in Q1 2024. 1,653 funds tracked by Wall St. Rank hold CME as of Q3 2025.

  • Advisor OS reported no remaining CME Group position as of Q3 2025 after selling out during the quarter.
  • Advisor OS sold 871 CME Group shares in Q3 2025, an estimated $240K.
  • Advisor OS first reported a position in CME Group in Q1 2023 and held it in 8 quarters.
  • Advisor OS's CME Group position peaked at $466K in Q1 2024.
  • 1,653 funds tracked by Wall St. Rank held CME Group as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.