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Congress Wealth Management’s CME Group CME Stock Holding History

Congress 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
Q2 		$17.6M Sell
63,787
-1,371
-2% -$373K 0.17% 144
2025
Q1 		$17.3M Sell
65,158
-106
-0.2% -$26.1K 0.21% 125
2024
Q4 		$15.2M Buy
65,264
+1,111
+2% +$255K 0.21% 139
2024
Q3 		$14.2M Sell
64,153
-48,643
-43% -$10.1M 0.19% 161
2024
Q2 		$22.2M Buy
112,796
+2,615
+2% +$540K 0.35% 64
2024
Q1 		$23.7M Buy
110,181
+2,423
+2% +$509K 0.41% 56
2023
Q4 		$22.7M Buy
107,758
+176
+0.2% +$37.6K 0.42% 50
2023
Q3 		$21.5M Buy
107,582
+1,441
+1% +$286K 0.45% 48
2023
Q2 		$19.7M Buy
106,141
+791
+0.8% +$146K 0.46% 46
2023
Q1 		$20.2M Buy
105,350
+16,242
+18% +$2.94M 0.49% 43
2022
Q4 		$15M Sell
89,108
-8,297
-9% -$1.44M 0.39% 55
2022
Q3 		$17.3M Buy
97,405
+3,243
+3% +$641K 0.47% 49
2022
Q2 		$19.3M Buy
94,162
+966
+1% +$205K 0.49% 44
2022
Q1 		$22.2M Buy
93,196
+2,889
+3% +$678K 0.48% 47
2021
Q4 		$20.6M Buy
+90,307
New +$19.9M 0.41% 62

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
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Congress Wealth Management's CME Position: Q2 2025 in Review

Congress Wealth Management reduced its CME Group (CME) stake by 2.1% in Q2 2025, selling an estimated $373K and leaving 63,787 shares worth $17.6M. The position accounts for 0.17% of the portfolio, ranked #144.

Congress Wealth Management first reported a position in CME in Q4 2021 and has held it in 15 quarters since. The position peaked at $23.7M in Q1 2024. 1,662 funds tracked by Wall St. Rank hold CME as of Q2 2025.

  • Congress Wealth Management held 63,787 shares of CME Group worth $17.6M as of Q2 2025.
  • Congress Wealth Management sold 1,371 CME Group shares in Q2 2025, an estimated $373K.
  • CME Group made up 0.17% of Congress Wealth Management's portfolio in Q2 2025, its #144 holding.
  • Congress Wealth Management first reported a position in CME Group in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's CME Group position peaked at $23.7M in Q1 2024.
  • 1,662 funds tracked by Wall St. Rank held CME Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.