Atria Wealth Solutions’s CME Group CME Stock Holding History

Atria Wealth Solutions’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 Q2	$1.24M	Sell	4,500 -1,560	-26%	-$424K	0.03%	565
2025 Q1	$1.61M	Buy	6,060 +1,746	+40%	+$431K	0.02%	713
2024 Q4	$1.02M	Buy	4,314 +524	+14%	+$120K	0.01%	914
2024 Q3	$836K	Sell	3,790 -614	-14%	-$127K	0.01%	991
2024 Q2	$866K	Sell	4,404 -1,032	-19%	-$213K	0.01%	955
2024 Q1	$1.17M	Buy	5,436 +251	+5%	+$52.7K	0.01%	844
2023 Q4	$1.11M	Buy	5,185 +3	+0.1%	+$640	0.01%	821
2023 Q3	$1.04M	Sell	5,182 -270	-5%	-$53.7K	0.01%	796
2023 Q2	$1.01M	Sell	5,452 -42	-0.8%	-$7.76K	0.01%	829
2023 Q1	$1.05M	Sell	5,494 -123	-2%	-$22.2K	0.02%	778
2022 Q4	$962K	Sell	5,617 -340	-6%	-$59.1K	0.02%	764
2022 Q3	$1.06M	Buy	5,957 +19	+0.3%	+$3.75K	0.02%	695
2022 Q2	$1.22M	Sell	5,938 -987	-14%	-$209K	0.02%	621
2022 Q1	$1.65M	Buy	+6,925	New	+$1.63M	0.03%	542

Other funds holding CME

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atria Wealth Solutions's CME Position: Q2 2025 in Review

Atria Wealth Solutions reduced its CME Group (CME) stake by 26% in Q2 2025, selling an estimated $424K and leaving 4,500 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #565.

Atria Wealth Solutions first reported a position in CME in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.65M in Q1 2022. 1,662 funds tracked by Wall St. Rank hold CME as of Q2 2025.

Atria Wealth Solutions held 4,500 shares of CME Group worth $1.24M as of Q2 2025.
Atria Wealth Solutions sold 1,560 CME Group shares in Q2 2025, an estimated $424K.
CME Group made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #565 holding.
Atria Wealth Solutions first reported a position in CME Group in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's CME Group position peaked at $1.65M in Q1 2022.
1,662 funds tracked by Wall St. Rank held CME Group as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.