HFW
CBOE icon

Horizon Family Wealth’s Cboe Global Markets CBOE Stock Holding History

Horizon Family Wealth’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$882K Buy
3,635
+164
+5% +$50.2K 0.4% 52
2026
Q1 		$976K Buy
3,471
+462
+15% +$129K 0.52% 38
2025
Q4 		$755K Buy
3,009
+9
+0.3% +$2.24K 0.4% 46
2025
Q3 		$736K Buy
3,000
+9
+0.3% +$2.16K 0.42% 39
2025
Q2 		$698K Buy
2,991
+10
+0.3% +$2.23K 0.43% 39
2025
Q1 		$675K Buy
2,981
+376
+14% +$78K 0.45% 32
2024
Q4 		$509K Buy
2,605
+90
+4% +$18.5K 0.34% 44
2024
Q3 		$515K Buy
2,515
+1,197
+91% +$235K 0.37% 41
2024
Q2 		$224K Buy
1,318
+4
+0.3% +$710 0.17% 74
2024
Q1 		$241K Buy
1,314
+18
+1% +$3.32K 0.19% 66
2023
Q4 		$231K Buy
+1,296
New +$222K 0.19% 61

Other funds holding CBOE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Horizon Family Wealth's CBOE Position: Q2 2026 in Review

Horizon Family Wealth increased its Cboe Global Markets (CBOE) stake by 4.7% in Q2 2026, buying an estimated $50.2K and bringing the position to 3,635 shares worth $882K. The position accounts for 0.4% of the portfolio, ranked #52.

Horizon Family Wealth first reported a position in CBOE in Q4 2023 and has held it in 11 quarters since. The position peaked at $976K in Q1 2026. 990 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Horizon Family Wealth held 3,635 shares of Cboe Global Markets worth $882K as of Q2 2026.
  • Horizon Family Wealth bought 164 Cboe Global Markets shares in Q2 2026, an estimated $50.2K.
  • Cboe Global Markets made up 0.4% of Horizon Family Wealth's portfolio in Q2 2026, its #52 holding.
  • Horizon Family Wealth first reported a position in Cboe Global Markets in Q4 2023 and has held it in 11 quarters since.
  • Horizon Family Wealth's Cboe Global Markets position peaked at $976K in Q1 2026.
  • 990 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.