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Concord Wealth Partners’s CME Group CME Stock Holding History

Concord Wealth Partners’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 		$4.42K Buy
+20
New +$5.53K ﹤0.01% 680
2026
Q1 		– Sell
-20
Closed -$5.46K – 302
2025
Q4 		$5.46K Hold
20
– – ﹤0.01% 611
2025
Q3 		$5.4K Hold
20
– – ﹤0.01% 611
2025
Q2 		$5.51K Sell
20
-19
-49% -$5.17K ﹤0.01% 618
2025
Q1 		$10.3K Sell
39
-3,203
-99% -$790K ﹤0.01% 506
2024
Q4 		$753K Buy
3,242
+418
+15% +$96.1K 0.12% 119
2024
Q3 		$623K Buy
2,824
+37
+1% +$7.66K 0.1% 125
2024
Q2 		$548K Buy
2,787
+128
+5% +$26.4K 0.1% 130
2024
Q1 		$573K Buy
2,659
+1,794
+207% +$377K 0.1% 133
2023
Q4 		$182K Sell
865
-2,200
-72% -$469K 0.04% 207
2023
Q3 		$614K Buy
3,065
+653
+27% +$130K 0.13% 110
2023
Q2 		$447K Buy
2,412
+1,125
+87% +$208K 0.1% 121
2023
Q1 		$246K Buy
1,287
+1,242
+2,760% +$225K 0.07% 140
2022
Q4 		$7.49K Buy
+45
New +$7.82K ﹤0.01% 680
2022
Q3 		– Sell
-47
Closed -$10K – 327
2022
Q2 		$10K Buy
47
+35
+292% +$7.42K ﹤0.01% 684
2022
Q1 		$3K Buy
+12
New +$2.82K ﹤0.01% 1000
2021
Q2 		– Sell
-5
Closed -$1K – 1052
2021
Q1 		$1K Buy
+5
New +$985 ﹤0.01% 891

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

Concord Wealth Partners's CME Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in CME Group (CME) in Q2 2026: 20 shares worth $4.42K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in CME as recently as Q4 2025.

Concord Wealth Partners first reported a position in CME in Q1 2021 and has held it in 17 quarters since. The position peaked at $753K in Q4 2024. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Concord Wealth Partners held 20 shares of CME Group worth $4.42K as of Q2 2026.
  • CME Group was a new Concord Wealth Partners position in Q2 2026.
  • CME Group made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #680 holding.
  • Concord Wealth Partners first reported a position in CME Group in Q1 2021 and has held it in 17 quarters since.
  • Concord Wealth Partners's CME Group position peaked at $753K in Q4 2024.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.