Modern Wealth Management’s CME Group CME Stock Holding History

Modern 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	$4.21M	Buy	14,170 +614	+5%	+$182K	0.07%	215
2025 Q4	$3.7M	Buy	13,556 +817	+6%	+$222K	0.07%	218
2025 Q3	$3.44M	Buy	12,739 +201	+2%	+$54.7K	0.07%	222
2025 Q2	$3.46M	Buy	12,538 +168	+1%	+$45.7K	0.09%	202
2025 Q1	$3.28M	Buy	12,370 +705	+6%	+$174K	0.1%	165
2024 Q4	$2.71M	Buy	11,665 +175	+2%	+$40.2K	0.1%	161
2024 Q3	$2.54M	Buy	11,490 +61	+0.5%	+$12.6K	0.16%	96
2024 Q2	$2.25M	Sell	11,429 -91	-0.8%	-$18.8K	0.17%	81
2024 Q1	$2.48M	Buy	+11,520	New	+$2.42M	0.23%	60

Other funds holding CME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Modern Wealth Management increased its CME Group (CME) stake by 4.5% in Q1 2026, buying an estimated $182K and bringing the position to 14,170 shares worth $4.21M. The position accounts for 0.07% of the portfolio, ranked #215.

Modern Wealth Management first reported a position in CME in Q1 2024 and has held it in 9 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

Modern Wealth Management held 14,170 shares of CME Group worth $4.21M as of Q1 2026.
Modern Wealth Management bought 614 CME Group shares in Q1 2026, an estimated $182K.
CME Group made up 0.07% of Modern Wealth Management's portfolio in Q1 2026, its #215 holding.
Modern Wealth Management first reported a position in CME Group in Q1 2024 and has held it in 9 quarters since.
1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.