NW
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

NewEdge Wealth's CBOE Position: Q1 2026 in Review

NewEdge Wealth increased its Cboe Global Markets (CBOE) stake by 0.78% in Q1 2026, buying an estimated $5.01K and bringing the position to 2,322 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #734.

NewEdge Wealth first reported a position in CBOE in Q1 2024 and has held it in 9 quarters since. 980 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

  • NewEdge Wealth held 2,322 shares of Cboe Global Markets worth $653K as of Q1 2026.
  • NewEdge Wealth bought 18 Cboe Global Markets shares in Q1 2026, an estimated $5.01K.
  • Cboe Global Markets made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #734 holding.
  • NewEdge Wealth first reported a position in Cboe Global Markets in Q1 2024 and has held it in 9 quarters since.
  • 980 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.