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Berry Wealth Group’s CME Group CME Stock Holding History

Berry Wealth Group’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
2026
Q2 		$229K Sell
1,036
-16
-2% -$4.43K 0.74% 28
2026
Q1 		$311K Sell
1,052
-141
-12% -$41.9K 1.16% 21
2025
Q4 		$326K Sell
1,193
-160
-12% -$43.5K 1.14% 20
2025
Q3 		$366K Sell
1,353
-12,369
-90% -$3.37M 1.19% 20
2025
Q2 		$3.78M Buy
13,722
+161
+1% +$43.8K 2.65% 11
2025
Q1 		$3.6M Buy
13,561
+49
+0.4% +$12.1K 2.81% 11
2024
Q4 		$3.14M Buy
13,512
+33
+0.2% +$7.59K 2.26% 13
2024
Q3 		$2.97M Sell
13,479
-194
-1% -$40.1K 2.13% 15
2024
Q2 		$2.69M Sell
13,673
-46
-0.3% -$9.5K 2.15% 14
2024
Q1 		$2.95M Sell
13,719
-2,315
-14% -$486K 2.45% 13
2023
Q4 		$3.38M Buy
+16,034
New +$3.42M 3.11% 14

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Berry Wealth Group's CME Position: Q2 2026 in Review

Berry Wealth Group reduced its CME Group (CME) stake by 1.5% in Q2 2026, selling an estimated $4.43K and leaving 1,036 shares worth $229K. The position accounts for 0.74% of the portfolio, ranked #28.

Berry Wealth Group first reported a position in CME in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.78M in Q2 2025. 1,703 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Berry Wealth Group held 1,036 shares of CME Group worth $229K as of Q2 2026.
  • Berry Wealth Group sold 16 CME Group shares in Q2 2026, an estimated $4.43K.
  • CME Group made up 0.74% of Berry Wealth Group's portfolio in Q2 2026, its #28 holding.
  • Berry Wealth Group first reported a position in CME Group in Q4 2023 and has held it in 11 quarters since.
  • Berry Wealth Group's CME Group position peaked at $3.78M in Q2 2025.
  • 1,703 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.