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PDS Planning’s CME Group CME Stock Holding History

PDS Planning’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 		$587K Sell
2,659
-224
-8% -$62K 0.03% 266
2026
Q1 		$851K Buy
2,883
+131
+5% +$38.9K 0.06% 167
2025
Q4 		$751K Sell
2,752
-243
-8% -$66K 0.05% 183
2025
Q3 		$809K Sell
2,995
-43
-1% -$11.7K 0.06% 165
2025
Q2 		$837K Buy
3,038
+236
+8% +$64.2K 0.06% 152
2025
Q1 		$743K Buy
2,802
+282
+11% +$69.6K 0.06% 153
2024
Q4 		$585K Buy
2,520
+182
+8% +$41.9K 0.05% 167
2024
Q3 		$516K Sell
2,338
-36
-2% -$7.45K 0.05% 189
2024
Q2 		$467K Buy
2,374
+32
+1% +$6.61K 0.05% 182
2024
Q1 		$504K Buy
2,342
+94
+4% +$19.7K 0.05% 162
2023
Q4 		$473K Buy
2,248
+132
+6% +$28.2K 0.05% 154
2023
Q3 		$424K Buy
2,116
+79
+4% +$15.7K 0.05% 153
2023
Q2 		$377K Buy
2,037
+103
+5% +$19K 0.05% 173
2023
Q1 		$370K Buy
+1,934
New +$350K 0.05% 160
2022
Q2 		– Sell
-885
Closed -$211K – 223
2022
Q1 		$211K Buy
+885
New +$208K 0.04% 201

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

PDS Planning's CME Position: Q2 2026 in Review

PDS Planning reduced its CME Group (CME) stake by 7.8% in Q2 2026, selling an estimated $62K and leaving 2,659 shares worth $587K. The position accounts for 0.03% of the portfolio, ranked #266.

PDS Planning first reported a position in CME in Q1 2022 and has held it in 15 quarters since. The position peaked at $851K in Q1 2026. 1,703 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • PDS Planning held 2,659 shares of CME Group worth $587K as of Q2 2026.
  • PDS Planning sold 224 CME Group shares in Q2 2026, an estimated $62K.
  • CME Group made up 0.03% of PDS Planning's portfolio in Q2 2026, its #266 holding.
  • PDS Planning first reported a position in CME Group in Q1 2022 and has held it in 15 quarters since.
  • PDS Planning's CME Group position peaked at $851K in Q1 2026.
  • 1,703 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.