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Heritage Wealth Advisors’s CME Group CME Stock Holding History

Heritage 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 		– Sell
-217
Closed -$64.1K – 699
2026
Q1 		$64.1K Buy
+217
New +$64.5K ﹤0.01% 296
2025
Q1 		– Sell
-286
Closed -$66.4K – 592
2024
Q4 		$66.4K Sell
286
-7
-2% -$1.61K ﹤0.01% 289
2024
Q3 		$64.7K Buy
293
+18
+7% +$3.73K ﹤0.01% 307
2024
Q2 		$54.1K Hold
275
– – ﹤0.01% 302
2024
Q1 		$59.2K Hold
275
– – ﹤0.01% 311
2023
Q4 		$57.9K Hold
275
– – ﹤0.01% 322
2023
Q3 		$55.1K Sell
275
-24
-8% -$4.77K ﹤0.01% 290
2023
Q2 		$55.4K Buy
299
+24
+9% +$4.43K ﹤0.01% 313
2023
Q1 		$52.7K Hold
275
– – ﹤0.01% 315
2022
Q4 		$46.2K Hold
275
– – ﹤0.01% 330
2022
Q3 		$48.7K Sell
275
-42
-13% -$8.3K ﹤0.01% 299
2022
Q2 		$65K Hold
317
– – ﹤0.01% 301
2022
Q1 		$75K Sell
317
-1,275
-80% -$299K ﹤0.01% 278
2021
Q4 		$364K Buy
1,592
+250
+19% +$55K 0.02% 153
2021
Q3 		$260K Sell
1,342
-276
-17% -$55.9K 0.02% 176
2021
Q2 		$344K Sell
1,618
-939
-37% -$198K 0.02% 157
2021
Q1 		$522K Buy
2,557
+275
+12% +$54.2K 0.03% 134
2020
Q4 		$415K Buy
2,282
+2,240
+5,333% +$381K 0.03% 143
2020
Q3 		$7.03K Hold
42
– – ﹤0.01% 411
2020
Q2 		$6.83K Hold
42
– – ﹤0.01% 394
2020
Q1 		$7.26K Sell
42
-8
-16% -$1.59K ﹤0.01% 390
2019
Q4 		$10K Buy
50
+8
+19% +$1.64K ﹤0.01% 419
2019
Q3 		$8K Hold
42
– – ﹤0.01% 401
2019
Q2 		$8.15K Buy
+42
New +$7.74K ﹤0.01% 405

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

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

Heritage Wealth Advisors sold out of CME Group (CME) in Q2 2026, closing a stake of 217 shares — an estimated $64.1K sold.

Heritage Wealth Advisors first reported a position in CME in Q2 2019 and held it in 24 quarters. The position peaked at $522K in Q1 2021. 1,703 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining CME Group position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 217 CME Group shares in Q2 2026, an estimated $64.1K.
  • Heritage Wealth Advisors first reported a position in CME Group in Q2 2019 and held it in 24 quarters.
  • Heritage Wealth Advisors's CME Group position peaked at $522K in Q1 2021.
  • 1,703 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.