HWA
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HCR Wealth Advisors’s CME Group CME Stock Holding History

HCR 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 		$2.47M Sell
11,202
-201
-2% -$55.6K 0.22% 71
2026
Q1 		$3.37M Sell
11,403
-165
-1% -$49K 0.35% 53
2025
Q4 		$3.16M Buy
11,568
+416
+4% +$113K 0.31% 55
2025
Q3 		$2.96M Buy
11,152
+580
+5% +$158K 0.31% 54
2025
Q2 		$2.91M Buy
10,572
+420
+4% +$114K 0.34% 50
2025
Q1 		$2.69M Sell
10,152
-111
-1% -$27.4K 0.35% 49
2024
Q4 		$2.38M Buy
10,263
+4
+0% +$920 0.3% 55
2024
Q3 		$2.26M Buy
10,259
+140
+1% +$29K 0.3% 53
2024
Q2 		$1.99M Buy
10,119
+138
+1% +$28.5K 0.28% 58
2024
Q1 		$2.15M Buy
9,981
+104
+1% +$21.8K 0.33% 55
2023
Q4 		$2.08M Buy
9,877
+806
+9% +$172K 0.33% 55
2023
Q3 		$1.82M Sell
9,071
-1,931
-18% -$384K 0.4% 48
2023
Q2 		$2.04M Sell
11,002
-118
-1% -$21.8K 0.38% 55
2023
Q1 		$2.13M Buy
11,120
+305
+3% +$55.2K 0.42% 47
2022
Q4 		$1.86M Sell
10,815
-283
-3% -$49.2K 0.39% 56
2022
Q3 		$1.97M Sell
11,098
-379
-3% -$74.9K 0.42% 51
2022
Q2 		$2.35M Sell
11,477
-289
-2% -$61.3K 0.47% 45
2022
Q1 		$2.8M Sell
11,766
-1,022
-8% -$240K 0.46% 48
2021
Q4 		$2.92M Sell
12,788
-378
-3% -$83.2K 0.45% 48
2021
Q3 		$2.55M Buy
13,166
+481
+4% +$97.4K 0.42% 57
2021
Q2 		$2.7M Buy
12,685
+409
+3% +$86.4K 0.47% 47
2021
Q1 		$2.51M Sell
12,276
-918
-7% -$181K 0.5% 42
2020
Q4 		$2.4M Buy
13,194
+971
+8% +$165K 0.5% 35
2020
Q3 		$2.04M Buy
12,223
+1,394
+13% +$235K 0.47% 41
2020
Q2 		$1.82M Buy
10,829
+542
+5% +$97.2K 0.43% 39
2020
Q1 		$1.78M Sell
10,287
-280
-3% -$55.7K 0.51% 32
2019
Q4 		$2.12M Buy
10,567
+505
+5% +$104K 0.51% 36
2019
Q3 		$2.12M Buy
10,062
+754
+8% +$158K 0.7% 30
2019
Q2 		$1.81M Sell
9,308
-363
-4% -$66.9K 0.51% 39
2019
Q1 		$1.59M Sell
9,671
-597
-6% -$106K 0.46% 44
2018
Q4 		$1.93M Buy
+10,268
New +$1.9M 0.62% 30
2018
Q3 		– Sell
-7,550
Closed -$1.24M – 160
2018
Q2 		$1.24M Buy
7,550
+1,270
+20% +$207K 0.41% 59
2018
Q1 		$1.02M Buy
6,280
+4,542
+261% +$723K 0.35% 72
2017
Q4 		$254K Hold
1,738
– – 0.09% 143
2017
Q3 		$236K Hold
1,738
– – 0.1% 141
2017
Q2 		$218K Hold
1,738
– – 0.11% 128
2017
Q1 		$206K Hold
1,738
– – 0.11% 141
2016
Q4 		$200K Buy
+1,738
New +$193K 0.11% 139

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

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

HCR Wealth Advisors reduced its CME Group (CME) stake by 1.8% in Q2 2026, selling an estimated $55.6K and leaving 11,202 shares worth $2.47M. The position accounts for 0.22% of the portfolio, ranked #71.

HCR Wealth Advisors first reported a position in CME in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.37M in Q1 2026. 311 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • HCR Wealth Advisors held 11,202 shares of CME Group worth $2.47M as of Q2 2026.
  • HCR Wealth Advisors sold 201 CME Group shares in Q2 2026, an estimated $55.6K.
  • CME Group made up 0.22% of HCR Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • HCR Wealth Advisors first reported a position in CME Group in Q4 2016 and has held it in 38 quarters since.
  • HCR Wealth Advisors's CME Group position peaked at $3.37M in Q1 2026.
  • 311 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

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