Marshall & Sterling Wealth Advisors’s CME Group CME Stock Holding History

Marshall & Sterling 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
2025 Q4	–	Sell	-4	Closed	-$1.08K	–	399
2025 Q3	$1.08K	Sell	4 -4	-50%	-$1.09K	﹤0.01%	587
2025 Q2	$2.2K	Buy	8 +4	+100%	+$1.09K	﹤0.01%	540
2025 Q1	$1.06K	Buy	+4	New	+$987	﹤0.01%	581

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

Marshall & Sterling Wealth Advisors's CME Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of CME Group (CME) in Q4 2025, closing a stake of 4 shares — an estimated $1.08K sold.

Marshall & Sterling Wealth Advisors first reported a position in CME in Q1 2025 and held it in 3 quarters. The position peaked at $2.2K in Q2 2025. 1,736 funds tracked by Wall St. Rank hold CME as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining CME Group position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 4 CME Group shares in Q4 2025, an estimated $1.08K.
Marshall & Sterling Wealth Advisors first reported a position in CME Group in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's CME Group position peaked at $2.2K in Q2 2025.
1,736 funds tracked by Wall St. Rank held CME Group as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.