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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Crestwood Advisors Group's CME Position: Q1 2026 in Review

Crestwood Advisors Group reduced its CME Group (CME) stake by 6.2% in Q1 2026, selling an estimated $3.01M and leaving 153,459 shares worth $45.3M. The position accounts for 0.76% of the portfolio, ranked #39.

Crestwood Advisors Group first reported a position in CME in Q4 2017 and has held it in 7 quarters since. The position peaked at $47.2M in Q2 2025. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

Crestwood Advisors Group held 153,459 shares of CME Group worth $45.3M as of Q1 2026.
Crestwood Advisors Group sold 10,141 CME Group shares in Q1 2026, an estimated $3.01M.
CME Group made up 0.76% of Crestwood Advisors Group's portfolio in Q1 2026, its #39 holding.
Crestwood Advisors Group first reported a position in CME Group in Q4 2017 and has held it in 7 quarters since.
Crestwood Advisors Group's CME Group position peaked at $47.2M in Q2 2025.
1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.