Mosaic Family Wealth Partners’s CME Group CME Stock Holding History

Mosaic Family Wealth Partners’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	$244K	Buy	1,103 +76	+7%	+$21K	0.02%	387
2026 Q1	$303K	Buy	1,027 +18	+2%	+$5.35K	0.03%	232
2025 Q4	$276K	Hold	1,009	–	–	0.03%	202
2025 Q3	$275K	Hold	1,009	–	–	0.03%	193
2025 Q2	$278K	Hold	1,009	–	–	0.04%	185
2025 Q1	$268K	Hold	1,009	–	–	0.04%	184
2024 Q4	$234K	Hold	1,009	–	–	0.03%	186
2024 Q3	$223K	Buy	+1,009	New	+$209K	0.03%	190
2024 Q2	–	Sell	-1,000	Closed	-$215K	–	198
2024 Q1	$215K	Hold	1,000	–	–	0.04%	192
2023 Q4	$211K	Hold	1,000	–	–	0.04%	184
2023 Q3	$200K	Buy	+1,000	New	+$199K	0.04%	177

Other funds holding CME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mosaic Family Wealth Partners's CME Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its CME Group (CME) stake by 7.4% in Q2 2026, buying an estimated $21K and bringing the position to 1,103 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #387.

Mosaic Family Wealth Partners first reported a position in CME in Q3 2023 and has held it in 11 quarters since. The position peaked at $303K in Q1 2026. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

Mosaic Family Wealth Partners held 1,103 shares of CME Group worth $244K as of Q2 2026.
Mosaic Family Wealth Partners bought 76 CME Group shares in Q2 2026, an estimated $21K.
CME Group made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #387 holding.
Mosaic Family Wealth Partners first reported a position in CME Group in Q3 2023 and has held it in 11 quarters since.
Mosaic Family Wealth Partners's CME Group position peaked at $303K in Q1 2026.
1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.