Mowery & Schoenfeld Wealth Management’s CME Group CME Stock Holding History

Mowery & Schoenfeld Wealth Management’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	$28.3K	Hold	128	–	–	0.04%	175
2026 Q1	$37.8K	Buy	128 +7	+6%	+$2.08K	0.06%	142
2025 Q4	$33K	Sell	121 -7	-5%	-$1.9K	0.05%	166
2025 Q3	$34.6K	Hold	128	–	–	0.06%	143
2025 Q2	$35.3K	Sell	128 -44	-26%	-$12K	0.05%	139
2025 Q1	$45.6K	Sell	172 -15	-8%	-$3.7K	0.09%	138
2024 Q4	$43.4K	Sell	187 -2,288	-92%	-$526K	0.08%	119
2024 Q3	$546K	Buy	2,475 +44	+2%	+$9.11K	0.86%	18
2024 Q2	$478K	Buy	2,431 +2,406	+9,624%	+$497K	0.69%	20
2024 Q1	$5.38K	Sell	25 -9	-26%	-$1.89K	0.01%	122
2023 Q4	$7.16K	Buy	+34	New	+$7.25K	0.01%	120

Other funds holding CME

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CME Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its CME Group (CME) position steady in Q2 2026 at 128 shares worth $28.3K. The position accounts for 0.04% of the portfolio, ranked #175.

Mowery & Schoenfeld Wealth Management first reported a position in CME in Q4 2023 and has held it in 11 quarters since. The position peaked at $546K in Q3 2024. 956 funds tracked by Wall St. Rank hold CME as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 128 shares of CME Group worth $28.3K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its CME Group share count unchanged in Q2 2026.
CME Group made up 0.04% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #175 holding.
Mowery & Schoenfeld Wealth Management first reported a position in CME Group in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's CME Group position peaked at $546K in Q3 2024.
956 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.