Gladstone Institutional Advisory’s CME Group CME Stock Holding History

Gladstone Institutional Advisory’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 Q1	$2.87M	Buy	9,710 +403	+4%	+$120K	0.11%	202
2025 Q4	$2.54M	Buy	9,307 +1,878	+25%	+$510K	0.1%	223
2025 Q3	$2.01M	Buy	+7,429	New	+$2.02M	0.08%	244
2024 Q1	–	Sell	-3,945	Closed	-$831K	–	653
2023 Q4	$831K	Buy	+3,945	New	+$842K	0.05%	321
2023 Q3	–	Sell	-1,387	Closed	-$257K	–	629
2023 Q2	$257K	Sell	1,387 -3,013	-68%	-$557K	0.02%	546
2023 Q1	$843K	Sell	4,400 -9,013	-67%	-$1.63M	0.05%	319
2022 Q4	$2.26M	Buy	13,413 +2,796	+26%	+$486K	0.16%	181
2022 Q3	$1.88M	Buy	+10,617	New	+$2.1M	0.15%	177

Other funds holding CME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gladstone Institutional Advisory's CME Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its CME Group (CME) stake by 4.3% in Q1 2026, buying an estimated $120K and bringing the position to 9,710 shares worth $2.87M. The position accounts for 0.11% of the portfolio, ranked #202.

Gladstone Institutional Advisory first reported a position in CME in Q3 2022 and has held it in 8 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

Gladstone Institutional Advisory held 9,710 shares of CME Group worth $2.87M as of Q1 2026.
Gladstone Institutional Advisory bought 403 CME Group shares in Q1 2026, an estimated $120K.
CME Group made up 0.11% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #202 holding.
Gladstone Institutional Advisory first reported a position in CME Group in Q3 2022 and has held it in 8 quarters since.
1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.