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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Icon Wealth Advisors's CME Position: Q1 2026 in Review

Icon Wealth Advisors reduced its CME Group (CME) stake by 7.6% in Q1 2026, selling an estimated $216K and leaving 8,845 shares worth $2.54M. The position accounts for 0.17% of the portfolio, ranked #91.

Icon Wealth Advisors first reported a position in CME in Q3 2022 and has held it in 11 quarters since. The position peaked at $2.61M in Q4 2025. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

Icon Wealth Advisors held 8,845 shares of CME Group worth $2.54M as of Q1 2026.
Icon Wealth Advisors sold 728 CME Group shares in Q1 2026, an estimated $216K.
CME Group made up 0.17% of Icon Wealth Advisors's portfolio in Q1 2026, its #91 holding.
Icon Wealth Advisors first reported a position in CME Group in Q3 2022 and has held it in 11 quarters since.
Icon Wealth Advisors's CME Group position peaked at $2.61M in Q4 2025.
1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.