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Moneta Group Investment Advisors’s CME Group CME Stock Holding History

Moneta Group Investment Advisors’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 		$296K Buy
1,002
+35
+4% +$10.4K ﹤0.01% 630
2025
Q4 		$264K Buy
967
+20
+2% +$5.43K ﹤0.01% 672
2025
Q3 		$256K Sell
947
-193
-17% -$52.5K ﹤0.01% 668
2025
Q2 		$314K Buy
1,140
+233
+26% +$63.4K ﹤0.01% 552
2025
Q1 		$241K Buy
+907
New +$224K ﹤0.01% 573
2024
Q3 		– Sell
-1,340
Closed -$263K – 653
2024
Q2 		$263K Buy
1,340
+321
+32% +$66.3K ﹤0.01% 521
2024
Q1 		$219K Buy
1,019
+31
+3% +$6.51K ﹤0.01% 562
2023
Q4 		$208K Buy
+988
New +$211K ﹤0.01% 524
2023
Q3 		– Sell
-1,131
Closed -$210K – 534
2023
Q2 		$210K Buy
+1,131
New +$209K ﹤0.01% 505
2019
Q1 		– Sell
-1,903
Closed -$358K – 258
2018
Q4 		$358K Sell
1,903
-164
-8% -$30.3K 0.04% 157
2018
Q3 		$352K Buy
2,067
+1,768
+591% +$298K 0.04% 168
2018
Q2 		$49K Buy
+299
New +$48.8K 0.01% 310
2018
Q1 		– Sell
-3
Closed – – 621
2017
Q4 		$0 Buy
+3
New +$427 ﹤0.01% 475
2015
Q4 		– Sell
-301
Closed -$28K – 193
2015
Q3 		$28K Buy
+301
New +$28.6K 0.01% 285
2015
Q2 		– Sell
-5,000
Closed -$474K – 132
2015
Q1 		$474K Hold
5,000
– – 0.2% 86
2014
Q4 		$443K Buy
5,000
+2,000
+67% +$169K 0.21% 81
2014
Q3 		$240K Hold
3,000
– – 0.13% 121
2014
Q2 		$213K Hold
3,000
– – 0.11% 129
2014
Q1 		$222K Hold
3,000
– – 0.13% 117
2013
Q4 		$235K Buy
+3,000
New +$235K 0.14% 116

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

Moneta Group Investment Advisors's CME Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its CME Group (CME) stake by 3.6% in Q1 2026, buying an estimated $10.4K and bringing the position to 1,002 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Moneta Group Investment Advisors first reported a position in CME in Q4 2013 and has held it in 20 quarters since. The position peaked at $474K in Q1 2015. 1,791 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Moneta Group Investment Advisors held 1,002 shares of CME Group worth $296K as of Q1 2026.
  • Moneta Group Investment Advisors bought 35 CME Group shares in Q1 2026, an estimated $10.4K.
  • CME Group made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #630 holding.
  • Moneta Group Investment Advisors first reported a position in CME Group in Q4 2013 and has held it in 20 quarters since.
  • Moneta Group Investment Advisors's CME Group position peaked at $474K in Q1 2015.
  • 1,791 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.