Kovitz Investment Group Partners’s CME Group CME Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-132,928	Closed	-$35.9M	–	607
2025 Q3	$35.9M	Buy	132,928 +6,922	+5%	+$1.88M	0.14%	141
2025 Q2	$34.7M	Buy	126,006 +46,251	+58%	+$12.6M	0.15%	129
2025 Q1	$21.2M	Sell	79,755 -271	-0.3%	-$66.8K	0.11%	162
2024 Q4	$18.6M	Buy	80,026 +742	+0.9%	+$171K	0.09%	183
2024 Q3	$4.83M	Buy	+79,284	New	+$16.4M	0.03%	346
2024 Q2	–	Sell	-1,089	Closed	-$234K	–	820
2024 Q1	$234K	Sell	1,089 -649	-37%	-$136K	﹤0.01%	615
2023 Q4	$366K	Buy	+1,738	New	+$371K	0.01%	348
2023 Q2	–	Sell	-2,810	Closed	-$538K	–	414
2023 Q1	$538K	Sell	2,810 -30	-1%	-$5.42K	0.01%	341
2022 Q4	$478K	Buy	2,840 +85	+3%	+$14.8K	0.01%	336
2022 Q3	$488K	Sell	2,755 -126	-4%	-$24.9K	0.01%	325
2022 Q2	$590K	Sell	2,881 -120	-4%	-$25.4K	0.01%	329
2022 Q1	$714K	Buy	+3,001	New	+$705K	0.01%	317
2021 Q4	–	Sell	-3,054	Closed	-$591K	–	410
2021 Q3	$591K	Buy	+3,054	New	+$619K	0.01%	342

Other funds holding CME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kovitz Investment Group Partners's CME Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of CME Group (CME) in Q4 2025, closing a stake of 132,928 shares — an estimated $35.9M sold.

Kovitz Investment Group Partners first reported a position in CME in Q3 2021 and held it in 13 quarters. The position peaked at $35.9M in Q3 2025. 1,736 funds tracked by Wall St. Rank hold CME as of Q4 2025.

Kovitz Investment Group Partners reported no remaining CME Group position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 132,928 CME Group shares in Q4 2025, an estimated $35.9M.
Kovitz Investment Group Partners first reported a position in CME Group in Q3 2021 and held it in 13 quarters.
Kovitz Investment Group Partners's CME Group position peaked at $35.9M in Q3 2025.
1,736 funds tracked by Wall St. Rank held CME Group as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.