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Dogwood Wealth Management’s CME Group CME Stock Holding History

Dogwood 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
2026
Q2 		$36.2K Sell
164
-13
-7% -$3.6K 0.01% 187
2026
Q1 		$52.3K Buy
177
+15
+9% +$4.46K 0.02% 145
2025
Q4 		$44.2K Sell
162
-8
-5% -$2.17K 0.02% 139
2025
Q3 		$45.9K Buy
170
+18
+12% +$4.9K 0.02% 131
2025
Q2 		$41.9K Buy
152
+10
+7% +$2.72K 0.02% 129
2025
Q1 		$37.7K Buy
142
+20
+16% +$4.93K 0.02% 129
2024
Q4 		$28.3K Buy
122
+1
+0.8% +$230 0.02% 140
2024
Q3 		$26.8K Hold
121
– – 0.02% 132
2024
Q2 		$23.7K Buy
121
+1
+0.8% +$207 0.01% 136
2024
Q1 		$25.8K Buy
120
+4
+3% +$840 0.02% 147
2023
Q4 		$24.5K Buy
+116
New +$24.8K 0.02% 145

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

Dogwood Wealth Management's CME Position: Q2 2026 in Review

Dogwood Wealth Management reduced its CME Group (CME) stake by 7.3% in Q2 2026, selling an estimated $3.6K and leaving 164 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #187.

Dogwood Wealth Management first reported a position in CME in Q4 2023 and has held it in 11 quarters since. The position peaked at $52.3K in Q1 2026. 1,694 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Dogwood Wealth Management held 164 shares of CME Group worth $36.2K as of Q2 2026.
  • Dogwood Wealth Management sold 13 CME Group shares in Q2 2026, an estimated $3.6K.
  • CME Group made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Dogwood Wealth Management first reported a position in CME Group in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's CME Group position peaked at $52.3K in Q1 2026.
  • 1,694 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.