Perfromance Wealth Partners’s CME Group CME Stock Holding History

Perfromance Wealth Partners’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 Q1	$3.31M	Buy	11,191 +22	+0.2%	+$6.54K	0.1%	43
2025 Q4	$3.05M	Sell	11,169 -60	-0.5%	-$16.3K	0.08%	42
2025 Q3	$3.03M	Hold	11,229	–	–	0.08%	37
2025 Q2	$3.09M	Sell	11,229 -100	-0.9%	-$27.2K	0.1%	36
2025 Q1	$3.01M	Buy	11,329 +57	+0.5%	+$14.1K	0.11%	32
2024 Q4	$2.62M	Hold	11,272	–	–	0.08%	40
2024 Q3	$2.49M	Sell	11,272 -501	-4%	-$104K	0.09%	38
2024 Q2	$2.31M	Hold	11,773	–	–	0.09%	36
2024 Q1	$2.53M	Hold	11,773	–	–	0.11%	45
2023 Q4	$2.48M	Hold	11,773	–	–	0.11%	51
2023 Q3	$2.36M	Hold	11,773	–	–	0.11%	55
2023 Q2	$2.16M	Hold	11,773	–	–	0.1%	61
2023 Q1	$2.25M	Hold	11,773	–	–	0.12%	57
2022 Q4	$1.98M	Sell	11,773 -8	-0.1%	-$1.39K	0.12%	52
2022 Q3	$2.09M	Hold	11,781	–	–	0.12%	45
2022 Q2	$2.41M	Hold	11,781	–	–	0.14%	44
2022 Q1	$2.8M	Hold	11,781	–	–	0.12%	48
2021 Q4	$2.69M	Buy	+11,781	New	+$2.59M	0.11%	54

Other funds holding CME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Perfromance Wealth Partners's CME Position: Q1 2026 in Review

Perfromance Wealth Partners increased its CME Group (CME) stake by 0.2% in Q1 2026, buying an estimated $6.54K and bringing the position to 11,191 shares worth $3.31M. The position accounts for 0.1% of the portfolio, ranked #43.

Perfromance Wealth Partners first reported a position in CME in Q4 2021 and has held it in 18 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

Perfromance Wealth Partners held 11,191 shares of CME Group worth $3.31M as of Q1 2026.
Perfromance Wealth Partners bought 22 CME Group shares in Q1 2026, an estimated $6.54K.
CME Group made up 0.1% of Perfromance Wealth Partners's portfolio in Q1 2026, its #43 holding.
Perfromance Wealth Partners first reported a position in CME Group in Q4 2021 and has held it in 18 quarters since.
1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.