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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
Q2 		$2.93M Sell
13,267
-903
-6% -$250K 0.03% 334
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
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

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

Modern Wealth Management reduced its CME Group (CME) stake by 6.4% in Q2 2026, selling an estimated $250K and leaving 13,267 shares worth $2.93M. The position accounts for 0.03% of the portfolio, ranked #334.

Modern Wealth Management first reported a position in CME in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.21M in Q1 2026. 1,703 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Modern Wealth Management held 13,267 shares of CME Group worth $2.93M as of Q2 2026.
  • Modern Wealth Management sold 903 CME Group shares in Q2 2026, an estimated $250K.
  • CME Group made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #334 holding.
  • Modern Wealth Management first reported a position in CME Group in Q1 2024 and has held it in 10 quarters since.
  • Modern Wealth Management's CME Group position peaked at $4.21M in Q1 2026.
  • 1,703 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.