IWA
CME icon

Icon Wealth Advisors’s CME Group CME Stock Holding History

Icon 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 		$2.3M Buy
10,393
+1,548
+18% +$428K 0.14% 107
2026
Q1 		$2.54M Sell
8,845
-728
-8% -$216K 0.17% 91
2025
Q4 		$2.61M Buy
9,573
+171
+2% +$46.5K 0.17% 91
2025
Q3 		$2.54M Buy
9,402
+77
+0.8% +$21K 0.17% 90
2025
Q2 		$2.57M Buy
9,325
+1,401
+18% +$381K 0.18% 90
2025
Q1 		$2.1M Buy
7,924
+40
+0.5% +$9.87K 0.17% 97
2024
Q4 		$1.83M Buy
7,884
+1,699
+27% +$391K 0.15% 102
2024
Q3 		$1.36M Buy
6,185
+33
+0.5% +$6.83K 0.11% 130
2024
Q2 		$1.19M Buy
6,152
+649
+12% +$134K 0.11% 136
2024
Q1 		$1.18M Buy
5,503
+2,249
+69% +$472K 0.11% 132
2023
Q4 		$685K Buy
+3,254
New +$694K 0.07% 154
2022
Q4 		– Sell
-1,028
Closed -$182K – 347
2022
Q3 		$182K Buy
+1,028
New +$203K 0.02% 309

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

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

Icon Wealth Advisors increased its CME Group (CME) stake by 18% in Q2 2026, buying an estimated $428K and bringing the position to 10,393 shares worth $2.3M. The position accounts for 0.14% of the portfolio, ranked #107.

Icon Wealth Advisors first reported a position in CME in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.61M in Q4 2025. 1,703 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Icon Wealth Advisors held 10,393 shares of CME Group worth $2.3M as of Q2 2026.
  • Icon Wealth Advisors bought 1,548 CME Group shares in Q2 2026, an estimated $428K.
  • CME Group made up 0.14% of Icon Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Icon Wealth Advisors first reported a position in CME Group in Q3 2022 and has held it in 12 quarters since.
  • Icon Wealth Advisors's CME Group position peaked at $2.61M in Q4 2025.
  • 1,703 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.