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Peterson Wealth Services’s CME Group CME Stock Holding History

Peterson Wealth Services’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 		$2.32M Buy
10,484
+440
+4% +$122K 0.5% 52
2026
Q1 		$2.97M Buy
10,044
+376
+4% +$112K 0.73% 39
2025
Q4 		$2.64M Buy
9,668
+7,664
+382% +$2.08M 0.68% 40
2025
Q3 		$2.63M Sell
2,004
-7,842
-80% -$2.13M 0.65% 39
2025
Q2 		$2.71M Buy
9,846
+176
+2% +$47.9K 0.74% 36
2025
Q1 		$2.57M Buy
9,670
+983
+11% +$242K 0.79% 38
2024
Q4 		$2.02M Buy
8,687
+540
+7% +$124K 0.61% 43
2024
Q3 		$1.8M Buy
8,147
+773
+10% +$160K 0.57% 48
2024
Q2 		$1.45M Buy
7,374
+303
+4% +$62.6K 0.51% 51
2024
Q1 		$1.52M Buy
7,071
+607
+9% +$128K 0.55% 50
2023
Q4 		$1.36M Buy
6,464
+236
+4% +$50.4K 0.58% 48
2023
Q3 		$1.25M Buy
6,228
+237
+4% +$47.1K 0.93% 36
2023
Q2 		$1.11M Buy
5,991
+90
+2% +$16.6K 0.53% 54
2023
Q1 		$1.13M Buy
5,901
+1,415
+32% +$256K 0.58% 54
2022
Q4 		$754K Buy
4,486
+599
+15% +$104K 0.43% 60
2022
Q3 		$689K Buy
3,887
+1,151
+42% +$227K 0.49% 56
2022
Q2 		$560K Buy
2,736
+466
+21% +$98.8K 0.4% 50
2022
Q1 		$540K Buy
2,270
+471
+26% +$111K 0.33% 49
2021
Q4 		$411K Buy
+1,799
New +$396K 0.27% 53

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Peterson Wealth Services's CME Position: Q2 2026 in Review

Peterson Wealth Services increased its CME Group (CME) stake by 4.4% in Q2 2026, buying an estimated $122K and bringing the position to 10,484 shares worth $2.32M. The position accounts for 0.5% of the portfolio, ranked #52.

Peterson Wealth Services first reported a position in CME in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.97M in Q1 2026. 670 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Peterson Wealth Services held 10,484 shares of CME Group worth $2.32M as of Q2 2026.
  • Peterson Wealth Services bought 440 CME Group shares in Q2 2026, an estimated $122K.
  • CME Group made up 0.5% of Peterson Wealth Services's portfolio in Q2 2026, its #52 holding.
  • Peterson Wealth Services first reported a position in CME Group in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's CME Group position peaked at $2.97M in Q1 2026.
  • 670 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.