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Everhart Financial Group’s CME Group CME Stock Holding History

Everhart Financial 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
Q2 		$626K Sell
2,835
-959
-25% -$265K 0.04% 242
2026
Q1 		$1.12M Buy
3,794
+555
+17% +$165K 0.1% 148
2025
Q4 		$885K Buy
3,239
+88
+3% +$23.9K 0.08% 174
2025
Q3 		$851K Buy
3,151
+559
+22% +$152K 0.09% 169
2025
Q2 		$714K Buy
2,592
+415
+19% +$113K 0.08% 180
2025
Q1 		$578K Buy
2,177
+157
+8% +$38.7K 0.08% 177
2024
Q4 		$469K Buy
2,020
+194
+11% +$44.6K 0.1% 199
2024
Q3 		$403K Buy
1,826
+191
+12% +$39.5K 0.09% 220
2024
Q2 		$321K Buy
1,635
+262
+19% +$54.1K 0.08% 216
2024
Q1 		$296K Buy
1,373
+78
+6% +$16.4K 0.09% 214
2023
Q4 		$273K Buy
1,295
+159
+14% +$33.9K 0.1% 196
2023
Q3 		$227K Buy
+1,136
New +$226K 0.1% 187
2022
Q3 		– Sell
-1,035
Closed -$212K – 207
2022
Q2 		$212K Buy
+1,035
New +$219K 0.13% 169

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Everhart Financial Group's CME Position: Q2 2026 in Review

Everhart Financial Group reduced its CME Group (CME) stake by 25% in Q2 2026, selling an estimated $265K and leaving 2,835 shares worth $626K. The position accounts for 0.04% of the portfolio, ranked #242.

Everhart Financial Group first reported a position in CME in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.12M in Q1 2026. 342 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Everhart Financial Group held 2,835 shares of CME Group worth $626K as of Q2 2026.
  • Everhart Financial Group sold 959 CME Group shares in Q2 2026, an estimated $265K.
  • CME Group made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #242 holding.
  • Everhart Financial Group first reported a position in CME Group in Q2 2022 and has held it in 13 quarters since.
  • Everhart Financial Group's CME Group position peaked at $1.12M in Q1 2026.
  • 342 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.