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Modera Wealth Management’s CME Group CME Stock Holding History

Modera 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 		$2.12M Buy
9,578
+70
+0.7% +$19.4K 0.02% 268
2026
Q1 		$2.81M Buy
9,508
+622
+7% +$185K 0.03% 225
2025
Q4 		$2.43M Buy
8,886
+908
+11% +$247K 0.03% 247
2025
Q3 		$2.16M Sell
7,978
-67
-0.8% -$18.2K 0.03% 256
2025
Q2 		$2.22M Buy
8,045
+1,880
+30% +$511K 0.03% 251
2025
Q1 		$1.64M Buy
6,165
+1,348
+28% +$333K 0.02% 263
2024
Q4 		$1.12M Buy
4,817
+110
+2% +$25.3K 0.01% 314
2024
Q3 		$1.04M Buy
4,707
+141
+3% +$29.2K 0.01% 306
2024
Q2 		$898K Buy
4,566
+15
+0.3% +$3.1K 0.01% 307
2024
Q1 		$980K Buy
4,551
+37
+0.8% +$7.77K 0.01% 299
2023
Q4 		$951K Sell
4,514
-577
-11% -$123K 0.02% 295
2023
Q3 		$1.02M Buy
5,091
+293
+6% +$58.2K 0.02% 280
2023
Q2 		$889K Buy
+4,798
New +$887K 0.02% 309
2022
Q2 		– Sell
-1,457
Closed -$347K – 341
2022
Q1 		$347K Sell
1,457
-1,031
-41% -$242K 0.02% 257
2021
Q4 		$568K Buy
2,488
+1,028
+70% +$226K 0.02% 255
2021
Q3 		$282K Buy
+1,460
New +$296K 0.01% 221
2021
Q1 		– Sell
-1,125
Closed -$205K – 232
2020
Q4 		$205K Buy
+1,125
New +$191K 0.02% 223

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Modera Wealth Management increased its CME Group (CME) stake by 0.74% in Q2 2026, buying an estimated $19.4K and bringing the position to 9,578 shares worth $2.12M. The position accounts for 0.02% of the portfolio, ranked #268.

Modera Wealth Management first reported a position in CME in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.81M in Q1 2026. 956 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Modera Wealth Management held 9,578 shares of CME Group worth $2.12M as of Q2 2026.
  • Modera Wealth Management bought 70 CME Group shares in Q2 2026, an estimated $19.4K.
  • CME Group made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #268 holding.
  • Modera Wealth Management first reported a position in CME Group in Q4 2020 and has held it in 17 quarters since.
  • Modera Wealth Management's CME Group position peaked at $2.81M in Q1 2026.
  • 956 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.