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Cyndeo Wealth Partners’s CME Group CME Stock Holding History

Cyndeo 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 		$485K Sell
2,195
-71
-3% -$19.6K 0.02% 358
2026
Q1 		$669K Buy
2,266
+49
+2% +$14.6K 0.04% 283
2025
Q4 		$605K Buy
2,217
+92
+4% +$25K 0.03% 298
2025
Q3 		$574K Sell
2,125
-62
-3% -$16.9K 0.03% 293
2025
Q2 		$603K Buy
2,187
+95
+5% +$25.8K 0.04% 284
2025
Q1 		$555K Buy
2,092
+2
+0.1% +$493 0.04% 283
2024
Q4 		$485K Buy
2,090
+3
+0.1% +$690 0.03% 302
2024
Q3 		$460K Sell
2,087
-655
-24% -$136K 0.03% 309
2024
Q2 		$539K Buy
2,742
+819
+43% +$169K 0.04% 272
2024
Q1 		$414K Buy
1,923
+4
+0.2% +$840 0.03% 280
2023
Q4 		$404K Sell
1,919
-2
-0.1% -$427 0.04% 271
2023
Q3 		$385K Buy
1,921
+4
+0.2% +$795 0.04% 244
2023
Q2 		$355K Sell
1,917
-198
-9% -$36.6K 0.04% 245
2023
Q1 		$405K Sell
2,115
-883
-29% -$160K 0.04% 236
2022
Q4 		$504K Buy
+2,998
New +$521K 0.06% 214

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

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

Cyndeo Wealth Partners reduced its CME Group (CME) stake by 3.1% in Q2 2026, selling an estimated $19.6K and leaving 2,195 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #358.

Cyndeo Wealth Partners first reported a position in CME in Q4 2022 and has held it in 15 quarters since. The position peaked at $669K in Q1 2026. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Cyndeo Wealth Partners held 2,195 shares of CME Group worth $485K as of Q2 2026.
  • Cyndeo Wealth Partners sold 71 CME Group shares in Q2 2026, an estimated $19.6K.
  • CME Group made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #358 holding.
  • Cyndeo Wealth Partners first reported a position in CME Group in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's CME Group position peaked at $669K in Q1 2026.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.