MYIA
CME icon

Mount Yale Investment Advisors’s CME Group CME Stock Holding History

Mount Yale 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
Q2 		$2.51M Sell
11,389
-883
-7% -$244K 0.05% 364
2026
Q1 		$3.62M Buy
12,272
+10,790
+728% +$3.2M 0.08% 239
2025
Q4 		$405K Sell
1,482
-6,693
-82% -$1.82M 0.02% 514
2025
Q3 		$2.21M Sell
8,175
-1,539
-16% -$419K 0.15% 144
2025
Q2 		$2.68M Sell
9,714
-700
-7% -$190K 0.21% 98
2025
Q1 		$2.76M Buy
10,414
+270
+3% +$66.6K 0.24% 94
2024
Q4 		$2.36M Buy
10,144
+56
+0.6% +$12.9K 0.19% 105
2024
Q3 		$2.23M Buy
10,088
+398
+4% +$82.4K 0.21% 105
2024
Q2 		$1.91M Sell
9,690
-341
-3% -$70.5K 0.15% 128
2024
Q1 		$2.16M Sell
10,031
-2,575
-20% -$541K 0.17% 124
2023
Q4 		$2.65M Buy
12,606
+834
+7% +$178K 0.25% 93
2023
Q3 		$2.36M Buy
11,772
+2,281
+24% +$453K 0.26% 89
2023
Q2 		$1.76M Buy
9,491
+2,263
+31% +$418K 0.19% 118
2023
Q1 		$1.38M Buy
7,228
+4,562
+171% +$825K 0.16% 139
2022
Q4 		$448K Sell
2,666
-32
-1% -$5.56K 0.05% 295
2022
Q3 		$478K Buy
+2,698
New +$533K 0.06% 273
2021
Q3 		– Sell
-2,245
Closed -$478K – 466
2021
Q2 		$478K Sell
2,245
-353
-14% -$74.5K 0.06% 270
2021
Q1 		$531K Buy
2,598
+164
+7% +$32.3K 0.07% 257
2020
Q4 		$443K Buy
+2,434
New +$414K 0.06% 260
2020
Q2 		– Sell
-2,700
Closed -$467K – 339
2020
Q1 		$467K Buy
2,700
+627
+30% +$125K 0.11% 182
2019
Q4 		$450K Buy
2,073
+227
+12% +$46.6K 0.08% 222
2019
Q3 		$372K Buy
1,846
+80
+5% +$16.7K 0.07% 238
2019
Q2 		$369K Buy
1,766
+91
+5% +$16.8K 0.07% 239
2019
Q1 		$276K Sell
1,675
-22
-1% -$3.89K 0.05% 269
2018
Q4 		$301K Buy
1,697
+1,421
+515% +$262K 0.06% 253
2018
Q3 		$52K Sell
276
-160
-37% -$26.9K 0.01% 589
2018
Q2 		$71K Sell
436
-15
-3% -$2.45K 0.01% 555
2018
Q1 		$73K Buy
+451
New +$71.8K 0.02% 538

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's CME Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its CME Group (CME) stake by 7.2% in Q2 2026, selling an estimated $244K and leaving 11,389 shares worth $2.51M. The position accounts for 0.05% of the portfolio, ranked #364.

Mount Yale Investment Advisors first reported a position in CME in Q1 2018 and has held it in 28 quarters since. The position peaked at $3.62M in Q1 2026. 1,710 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Mount Yale Investment Advisors held 11,389 shares of CME Group worth $2.51M as of Q2 2026.
  • Mount Yale Investment Advisors sold 883 CME Group shares in Q2 2026, an estimated $244K.
  • CME Group made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #364 holding.
  • Mount Yale Investment Advisors first reported a position in CME Group in Q1 2018 and has held it in 28 quarters since.
  • Mount Yale Investment Advisors's CME Group position peaked at $3.62M in Q1 2026.
  • 1,710 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.