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Evolve Private Wealth’s CME Group CME Stock Holding History

Evolve Private Wealth’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 		$929K Sell
4,208
-1,429
-25% -$395K 0.06% 296
2026
Q1 		$1.66M Buy
5,637
+605
+12% +$180K 0.09% 223
2025
Q4 		$1.37M Buy
+5,032
New +$1.37M 0.08% 227

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's CME Position: Q2 2026 in Review

Evolve Private Wealth reduced its CME Group (CME) stake by 25% in Q2 2026, selling an estimated $395K and leaving 4,208 shares worth $929K. The position accounts for 0.06% of the portfolio, ranked #296.

Evolve Private Wealth first reported a position in CME in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.66M in Q1 2026. 1,710 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Evolve Private Wealth held 4,208 shares of CME Group worth $929K as of Q2 2026.
  • Evolve Private Wealth sold 1,429 CME Group shares in Q2 2026, an estimated $395K.
  • CME Group made up 0.06% of Evolve Private Wealth's portfolio in Q2 2026, its #296 holding.
  • Evolve Private Wealth first reported a position in CME Group in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's CME Group position peaked at $1.66M in Q1 2026.
  • 1,710 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

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