Essential Partners
CME icon

Essential Partners’s CME Group CME Stock Holding History

Essential 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
Q3 		$45.6K Sell
174
-514
-75% -$136K 0.02% 636
2026
Q2 		$152K Sell
688
-716
-51% -$198K 0.07% 312
2026
Q1 		$415K Sell
1,404
-140
-9% -$41.6K 0.14% 170
2025
Q4 		$422K Buy
1,544
+143
+10% +$38.9K 0.13% 210
2025
Q3 		$379K Buy
1,401
+18
+1% +$4.9K 0.12% 211
2025
Q2 		$381K Buy
+1,383
New +$376K 0.15% 196

Other funds holding CME

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Essential Partners's CME Position: Q3 2026 in Review

Essential Partners reduced its CME Group (CME) stake by 75% in Q3 2026, selling an estimated $136K and leaving 174 shares worth $45.6K. The position accounts for 0.02% of the portfolio, ranked #636.

Essential Partners first reported a position in CME in Q2 2025 and has held it in 6 quarters since. The position peaked at $422K in Q4 2025. 338 funds tracked by Wall St. Rank hold CME as of Q3 2026.

  • Essential Partners held 174 shares of CME Group worth $45.6K as of Q3 2026.
  • Essential Partners sold 514 CME Group shares in Q3 2026, an estimated $136K.
  • CME Group made up 0.02% of Essential Partners's portfolio in Q3 2026, its #636 holding.
  • Essential Partners first reported a position in CME Group in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's CME Group position peaked at $422K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.