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OakTrust Wealth Advisors’s CME Group CME Stock Holding History

OakTrust Wealth 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 		$216K Buy
976
+257
+36% +$71.1K 0.19% 63
2026
Q1 		$212K Sell
719
-255
-26% -$75.7K 0.19% 62
2025
Q4 		$266K Buy
+974
New +$265K 0.25% 58

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 $3.37T AUM 44.26% 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

OakTrust Wealth Advisors's CME Position: Q2 2026 in Review

OakTrust Wealth Advisors increased its CME Group (CME) stake by 36% in Q2 2026, buying an estimated $71.1K and bringing the position to 976 shares worth $216K. The position accounts for 0.19% of the portfolio, ranked #63.

OakTrust Wealth Advisors first reported a position in CME in Q4 2025 and has held it in 3 quarters since. The position peaked at $266K in Q4 2025. 1,694 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • OakTrust Wealth Advisors held 976 shares of CME Group worth $216K as of Q2 2026.
  • OakTrust Wealth Advisors bought 257 CME Group shares in Q2 2026, an estimated $71.1K.
  • CME Group made up 0.19% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • OakTrust Wealth Advisors first reported a position in CME Group in Q4 2025 and has held it in 3 quarters since.
  • OakTrust Wealth Advisors's CME Group position peaked at $266K in Q4 2025.
  • 1,694 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.