EWA
CME icon

EverSource Wealth Advisors’s CME Group CME Stock Holding History

EverSource 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 		$362K Sell
1,639
-1,126
-41% -$311K 0.01% 712
2026
Q1 		$817K Buy
2,765
+787
+40% +$234K 0.02% 442
2025
Q4 		$540K Sell
1,978
-63
-3% -$17.1K 0.02% 515
2025
Q3 		$551K Sell
2,041
-92
-4% -$25K 0.02% 465
2025
Q2 		$588K Buy
2,133
+615
+41% +$167K 0.03% 399
2025
Q1 		$403K Buy
1,518
+479
+46% +$118K 0.02% 435
2024
Q4 		$241K Buy
1,039
+335
+48% +$77K 0.01% 584
2024
Q3 		$155K Sell
704
-190
-21% -$39.3K 0.01% 642
2024
Q2 		$173K Buy
894
+46
+5% +$9.5K 0.01% 610
2024
Q1 		$178K Sell
848
-346
-29% -$72.7K 0.01% 529
2023
Q4 		$252K Sell
1,194
-219
-15% -$46.7K 0.02% 384
2023
Q3 		$283K Sell
1,413
-111
-7% -$22.1K 0.03% 321
2023
Q2 		$282K Sell
1,524
-190
-11% -$35.1K 0.03% 325
2023
Q1 		$328K Buy
1,714
+160
+10% +$28.9K 0.04% 282
2022
Q4 		$261K Sell
1,554
-105
-6% -$18.2K 0.04% 310
2022
Q3 		$294K Sell
1,659
-237
-13% -$46.8K 0.07% 243
2022
Q2 		$388K Buy
1,896
+471
+33% +$99.8K 0.1% 182
2022
Q1 		$339K Buy
1,425
+1,066
+297% +$250K 0.09% 195
2021
Q4 		$82K Buy
+359
New +$79K 0.02% 332

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

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

EverSource Wealth Advisors reduced its CME Group (CME) stake by 41% in Q2 2026, selling an estimated $311K and leaving 1,639 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #712.

EverSource Wealth Advisors first reported a position in CME in Q4 2021 and has held it in 19 quarters since. The position peaked at $817K in Q1 2026. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • EverSource Wealth Advisors held 1,639 shares of CME Group worth $362K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,126 CME Group shares in Q2 2026, an estimated $311K.
  • CME Group made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #712 holding.
  • EverSource Wealth Advisors first reported a position in CME Group in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's CME Group position peaked at $817K in Q1 2026.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.