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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mount Yale Investment Advisors's CME Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its CME Group (CME) stake by 728% in Q1 2026, buying an estimated $3.2M and bringing the position to 12,272 shares worth $3.62M. The position accounts for 0.08% of the portfolio, ranked #239.

Mount Yale Investment Advisors first reported a position in CME in Q1 2018 and has held it in 27 quarters since. 1,792 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Mount Yale Investment Advisors held 12,272 shares of CME Group worth $3.62M as of Q1 2026.
  • Mount Yale Investment Advisors bought 10,790 CME Group shares in Q1 2026, an estimated $3.2M.
  • CME Group made up 0.08% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #239 holding.
  • Mount Yale Investment Advisors first reported a position in CME Group in Q1 2018 and has held it in 27 quarters since.
  • 1,792 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.