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Keudell/Morrison Wealth Management’s CME Group CME Stock Holding History

Keudell/Morrison Wealth Management’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 		$289K Sell
1,308
-40
-3% -$11.1K 0.05% 202
2026
Q1 		$398K Buy
1,348
+412
+44% +$122K 0.08% 154
2025
Q4 		$256K Buy
+936
New +$254K 0.05% 197

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

Keudell/Morrison Wealth Management's CME Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its CME Group (CME) stake by 3% in Q2 2026, selling an estimated $11.1K and leaving 1,308 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #202.

Keudell/Morrison Wealth Management first reported a position in CME in Q4 2025 and has held it in 3 quarters since. The position peaked at $398K in Q1 2026. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Keudell/Morrison Wealth Management held 1,308 shares of CME Group worth $289K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 40 CME Group shares in Q2 2026, an estimated $11.1K.
  • CME Group made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Keudell/Morrison Wealth Management first reported a position in CME Group in Q4 2025 and has held it in 3 quarters since.
  • Keudell/Morrison Wealth Management's CME Group position peaked at $398K in Q1 2026.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.