MWM
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Moran Wealth Management’s Cboe Global Markets CBOE Stock Holding History

Moran Wealth Management’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.23M Sell
17,421
-11,907
-41% -$3.64M 0.12% 237
2026
Q1 		$8.24M Buy
29,328
+248
+0.9% +$69K 0.25% 138
2025
Q4 		$7.3M Buy
29,080
+2,279
+9% +$567K 0.22% 143
2025
Q3 		$6.57M Sell
26,801
-382
-1% -$91.8K 0.2% 139
2025
Q2 		$6.34M Sell
27,183
-2,055
-7% -$457K 0.2% 145
2025
Q1 		$6.62M Sell
29,238
-3,771
-11% -$782K 0.22% 135
2024
Q4 		$6.45M Sell
33,009
-3,054
-8% -$629K 0.21% 137
2024
Q3 		$7.39M Sell
36,063
-145
-0.4% -$28.5K 0.23% 131
2024
Q2 		$6.16M Buy
36,208
+2,913
+9% +$517K 0.2% 149
2024
Q1 		$6.12M Buy
33,295
+1,726
+5% +$318K 0.2% 146
2023
Q4 		$5.64M Buy
31,569
+3,516
+13% +$603K 0.2% 148
2023
Q3 		$4.38M Buy
28,053
+1,673
+6% +$246K 0.17% 164
2023
Q2 		$3.64M Buy
26,380
+21,800
+476% +$2.98M 0.14% 183
2023
Q1 		$615K Buy
+4,580
New +$575K 0.02% 289

Other funds holding CBOE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Moran Wealth Management's CBOE Position: Q2 2026 in Review

Moran Wealth Management reduced its Cboe Global Markets (CBOE) stake by 41% in Q2 2026, selling an estimated $3.64M and leaving 17,421 shares worth $4.23M. The position accounts for 0.12% of the portfolio, ranked #237.

Moran Wealth Management first reported a position in CBOE in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.24M in Q1 2026. 988 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Moran Wealth Management held 17,421 shares of Cboe Global Markets worth $4.23M as of Q2 2026.
  • Moran Wealth Management sold 11,907 Cboe Global Markets shares in Q2 2026, an estimated $3.64M.
  • Cboe Global Markets made up 0.12% of Moran Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Moran Wealth Management first reported a position in Cboe Global Markets in Q1 2023 and has held it in 14 quarters since.
  • Moran Wealth Management's Cboe Global Markets position peaked at $8.24M in Q1 2026.
  • 988 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.