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NewEdge Wealth’s Cboe Global Markets CBOE Stock Holding History

NewEdge Wealth’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 		$631K Buy
2,600
+278
+12% +$85.1K 0.01% 796
2026
Q1 		$653K Buy
2,322
+18
+0.8% +$5.01K 0.01% 734
2025
Q4 		$578K Buy
2,304
+1,148
+99% +$286K 0.01% 783
2025
Q3 		$291K Sell
1,156
-9
-0.8% -$2.16K ﹤0.01% 883
2025
Q2 		$291K Sell
1,165
-32
-3% -$7.12K ﹤0.01% 841
2025
Q1 		$271K Sell
1,197
-121
-9% -$25.1K ﹤0.01% 795
2024
Q4 		$258K Buy
1,318
+37
+3% +$7.62K ﹤0.01% 803
2024
Q3 		$262K Buy
1,281
+87
+7% +$17.1K ﹤0.01% 759
2024
Q2 		$203K Sell
1,194
-44
-4% -$7.81K ﹤0.01% 727
2024
Q1 		$216K Buy
+1,238
New +$228K ﹤0.01% 753

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

NewEdge Wealth's CBOE Position: Q2 2026 in Review

NewEdge Wealth increased its Cboe Global Markets (CBOE) stake by 12% in Q2 2026, buying an estimated $85.1K and bringing the position to 2,600 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #796.

NewEdge Wealth first reported a position in CBOE in Q1 2024 and has held it in 10 quarters since. The position peaked at $653K in Q1 2026. 990 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • NewEdge Wealth held 2,600 shares of Cboe Global Markets worth $631K as of Q2 2026.
  • NewEdge Wealth bought 278 Cboe Global Markets shares in Q2 2026, an estimated $85.1K.
  • Cboe Global Markets made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #796 holding.
  • NewEdge Wealth first reported a position in Cboe Global Markets in Q1 2024 and has held it in 10 quarters since.
  • NewEdge Wealth's Cboe Global Markets position peaked at $653K in Q1 2026.
  • 990 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.