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Heritage Wealth Management (Ohio)’s CME Group CME Stock Holding History

Heritage Wealth Management (Ohio)’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 		$355K Buy
1,201
+2
+0.2% +$594 0.18% 114
2025
Q4 		$327K Hold
1,199
– – 0.09% 194
2025
Q3 		$324K Buy
1,199
+1
+0.1% +$272 0.1% 183
2025
Q2 		$330K Sell
1,198
-160
-12% -$43.5K 0.11% 178
2025
Q1 		$360K Sell
1,358
-97
-7% -$23.9K 0.12% 167
2024
Q4 		$338K Buy
1,455
+1
+0.1% +$230 0.11% 176
2024
Q3 		$321K Hold
1,454
– – 0.11% 177
2024
Q2 		$286K Buy
+1,454
New +$300K 0.1% 183

Other funds holding CME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s CME Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its CME Group (CME) stake by 0.17% in Q1 2026, buying an estimated $594 and bringing the position to 1,201 shares worth $355K. The position accounts for 0.18% of the portfolio, ranked #114.

Heritage Wealth Management (Ohio) first reported a position in CME in Q2 2024 and has held it in 8 quarters since. The position peaked at $360K in Q1 2025. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 1,201 shares of CME Group worth $355K as of Q1 2026.
  • Heritage Wealth Management (Ohio) bought 2 CME Group shares in Q1 2026, an estimated $594.
  • CME Group made up 0.18% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #114 holding.
  • Heritage Wealth Management (Ohio) first reported a position in CME Group in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s CME Group position peaked at $360K in Q1 2025.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.