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Mindset Wealth Management’s CME Group CME Stock Holding History

Mindset 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 		$6.96M Buy
31,500
+500
+2% +$138K 1.34% 6
2026
Q1 		$9.16M Hold
31,000
– – 2.46% 3
2025
Q4 		$8.47M Sell
31,000
-4
-0% -$1.09K 2.22% 3
2025
Q3 		$8.38M Sell
31,004
-25
-0.1% -$6.8K 2.28% 3
2025
Q2 		$8.55M Buy
31,029
+29
+0.1% +$7.89K 2.8% 3
2025
Q1 		$8.22M Sell
31,000
-2,170
-7% -$535K 3.2% 3
2024
Q4 		$7.7M Buy
33,170
+52
+0.2% +$12K 2.82% 3
2024
Q3 		$7.31M Buy
+33,118
New +$6.85M 3.02% 3

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

Mindset Wealth Management's CME Position: Q2 2026 in Review

Mindset Wealth Management increased its CME Group (CME) stake by 1.6% in Q2 2026, buying an estimated $138K and bringing the position to 31,500 shares worth $6.96M. The position accounts for 1.34% of the portfolio, ranked #6.

Mindset Wealth Management first reported a position in CME in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.16M in Q1 2026. 1,703 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Mindset Wealth Management held 31,500 shares of CME Group worth $6.96M as of Q2 2026.
  • Mindset Wealth Management bought 500 CME Group shares in Q2 2026, an estimated $138K.
  • CME Group made up 1.34% of Mindset Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Mindset Wealth Management first reported a position in CME Group in Q3 2024 and has held it in 8 quarters since.
  • Mindset Wealth Management's CME Group position peaked at $9.16M in Q1 2026.
  • 1,703 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.