Crestwood Advisors Group’s CME Group CME Stock Holding History

Crestwood Advisors 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	$14.9M	Sell	67,639 -85,820	-56%	-$23.7M	0.22%	84
2026 Q1	$45.3M	Sell	153,459 -10,141	-6%	-$3.01M	0.76%	39
2025 Q4	$44.7M	Sell	163,600 -7,280	-4%	-$1.98M	0.74%	39
2025 Q3	$46.2M	Sell	170,880 -421	-0.2%	-$115K	0.78%	37
2025 Q2	$47.2M	Buy	171,301 +49,070	+40%	+$13.3M	0.85%	35
2025 Q1	$32.4M	Buy	122,231 +7,139	+6%	+$1.76M	0.62%	48
2024 Q4	$26.7M	Buy	+115,092	New	+$26.5M	0.5%	62
2018 Q1	–	Sell	-1,580	Closed	-$231K	–	183
2017 Q4	$231K	Buy	+1,580	New	+$225K	0.02%	162

Other funds holding CME

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Crestwood Advisors Group's CME Position: Q2 2026 in Review

Crestwood Advisors Group reduced its CME Group (CME) stake by 56% in Q2 2026, selling an estimated $23.7M and leaving 67,639 shares worth $14.9M. The position accounts for 0.22% of the portfolio, ranked #84.

Crestwood Advisors Group first reported a position in CME in Q4 2017 and has held it in 8 quarters since. The position peaked at $47.2M in Q2 2025. 1,702 funds tracked by Wall St. Rank hold CME as of Q2 2026.

Crestwood Advisors Group held 67,639 shares of CME Group worth $14.9M as of Q2 2026.
Crestwood Advisors Group sold 85,820 CME Group shares in Q2 2026, an estimated $23.7M.
CME Group made up 0.22% of Crestwood Advisors Group's portfolio in Q2 2026, its #84 holding.
Crestwood Advisors Group first reported a position in CME Group in Q4 2017 and has held it in 8 quarters since.
Crestwood Advisors Group's CME Group position peaked at $47.2M in Q2 2025.
1,702 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.