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Guardian Wealth Advisors (North Carolina)’s CME Group CME Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$269K Sell
1,218
-20
-2% -$5.53K 0.02% 329
2026
Q1 		$366K Sell
1,238
-32
-3% -$9.51K 0.02% 258
2025
Q4 		$347K Sell
1,270
-8
-0.6% -$2.17K 0.02% 274
2025
Q3 		$345K Sell
1,278
-11
-0.9% -$2.99K 0.02% 267
2025
Q2 		$355K Buy
1,289
+16
+1% +$4.35K 0.03% 243
2025
Q1 		$338K Sell
1,273
-21
-2% -$5.18K 0.03% 234
2024
Q4 		$301K Buy
1,294
+88
+7% +$20.2K 0.02% 246
2024
Q3 		$266K Sell
1,206
-29
-2% -$6K 0.03% 226
2024
Q2 		$243K Sell
1,235
-22
-2% -$4.54K 0.03% 230
2024
Q1 		$271K Buy
1,257
+43
+4% +$9.03K 0.03% 221
2023
Q4 		$256K Buy
1,214
+35
+3% +$7.47K 0.04% 206
2023
Q3 		$236K Buy
1,179
+29
+3% +$5.76K 0.04% 207
2023
Q2 		$213K Buy
+1,150
New +$213K 0.04% 219

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

Guardian Wealth Advisors (North Carolina)'s CME Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its CME Group (CME) stake by 1.6% in Q2 2026, selling an estimated $5.53K and leaving 1,218 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #329.

Guardian Wealth Advisors (North Carolina) first reported a position in CME in Q2 2023 and has held it in 13 quarters since. The position peaked at $366K in Q1 2026. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,218 shares of CME Group worth $269K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 20 CME Group shares in Q2 2026, an estimated $5.53K.
  • CME Group made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #329 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in CME Group in Q2 2023 and has held it in 13 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s CME Group position peaked at $366K in Q1 2026.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.