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Laurel Oak Wealth Management’s CME Group CME Stock Holding History

Laurel Oak 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 		$210K Sell
952
-792
-45% -$219K 0.03% 357
2026
Q1 		$515K Buy
+1,744
New +$518K 0.09% 186

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 $3.38T AUM 44.17% 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

Laurel Oak Wealth Management's CME Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its CME Group (CME) stake by 45% in Q2 2026, selling an estimated $219K and leaving 952 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #357.

Laurel Oak Wealth Management first reported a position in CME in Q1 2026 and has held it in 2 quarters since. The position peaked at $515K in Q1 2026. 1,710 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Laurel Oak Wealth Management held 952 shares of CME Group worth $210K as of Q2 2026.
  • Laurel Oak Wealth Management sold 792 CME Group shares in Q2 2026, an estimated $219K.
  • CME Group made up 0.03% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Laurel Oak Wealth Management first reported a position in CME Group in Q1 2026 and has held it in 2 quarters since.
  • Laurel Oak Wealth Management's CME Group position peaked at $515K in Q1 2026.
  • 1,710 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.