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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mindset Wealth Management's CME Position: Q1 2026 in Review

Mindset Wealth Management held its CME Group (CME) position steady in Q1 2026 at 31,000 shares worth $9.16M. The position accounts for 2.46% of the portfolio, ranked #3.

Mindset Wealth Management first reported a position in CME in Q3 2024 and has held it in 7 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Mindset Wealth Management held 31,000 shares of CME Group worth $9.16M as of Q1 2026.
  • Mindset Wealth Management left its CME Group share count unchanged in Q1 2026.
  • CME Group made up 2.46% of Mindset Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Mindset Wealth Management first reported a position in CME Group in Q3 2024 and has held it in 7 quarters since.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.