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EP Wealth Advisors’s CME Group CME Stock Holding History

EP Wealth Advisors’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 		$6.76M Buy
30,603
+15,405
+101% +$4.26M 0.03% 333
2026
Q1 		$4.49M Buy
15,198
+921
+6% +$274K 0.02% 334
2025
Q4 		$3.9M Buy
+14,277
New +$3.88M 0.02% 321
2025
Q2 		$755K Buy
2,740
+806
+42% +$219K 0.01% 640
2025
Q1 		$513K Buy
1,934
+294
+18% +$72.5K ﹤0.01% 698
2024
Q4 		$381K Buy
1,640
+414
+34% +$95.2K ﹤0.01% 778
2024
Q3 		$271K Buy
1,226
+108
+10% +$22.3K ﹤0.01% 898
2024
Q2 		$220K Sell
1,118
-10
-0.9% -$2.07K ﹤0.01% 734
2024
Q1 		$243K Sell
1,128
-95
-8% -$20K ﹤0.01% 685
2023
Q4 		$258K Sell
1,223
-148
-11% -$31.6K ﹤0.01% 666
2023
Q3 		$274K Buy
1,371
+613
+81% +$122K ﹤0.01% 574
2023
Q2 		$205K Buy
+758
New +$140K ﹤0.01% 650
2022
Q3 		– Sell
-2,923
Closed -$598K – 386
2022
Q2 		$598K Buy
2,923
+1,208
+70% +$256K 0.01% 336
2022
Q1 		$408K Buy
1,715
+326
+23% +$76.6K 0.01% 425
2021
Q4 		$317K Buy
1,389
+20
+1% +$4.4K 0.01% 450
2021
Q3 		$265K Sell
1,369
-42
-3% -$8.51K 0.01% 458
2021
Q2 		$300K Buy
1,411
+35
+3% +$7.39K 0.01% 445
2021
Q1 		$281K Buy
1,376
+225
+20% +$44.3K 0.01% 412
2020
Q4 		$209K Buy
+1,151
New +$196K 0.01% 404
2020
Q1 		– Sell
-3,746
Closed -$752K – 374
2019
Q4 		$752K Buy
+3,746
New +$768K 0.03% 223

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

EP Wealth Advisors's CME Position: Q2 2026 in Review

EP Wealth Advisors increased its CME Group (CME) stake by 101% in Q2 2026, buying an estimated $4.26M and bringing the position to 30,603 shares worth $6.76M. The position accounts for 0.03% of the portfolio, ranked #333.

EP Wealth Advisors first reported a position in CME in Q4 2019 and has held it in 20 quarters since. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • EP Wealth Advisors held 30,603 shares of CME Group worth $6.76M as of Q2 2026.
  • EP Wealth Advisors bought 15,405 CME Group shares in Q2 2026, an estimated $4.26M.
  • CME Group made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #333 holding.
  • EP Wealth Advisors first reported a position in CME Group in Q4 2019 and has held it in 20 quarters since.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.