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Phoenix Wealth Advisors’s CME Group CME Stock Holding History

Phoenix 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 		$2.05M Sell
9,263
-170
-2% -$47K 0.69% 32
2026
Q1 		$2.79M Sell
9,433
-600
-6% -$178K 1.1% 23
2025
Q4 		$2.74M Sell
10,033
-72
-0.7% -$19.6K 1.05% 23
2025
Q3 		$2.73M Sell
10,105
-313
-3% -$85.2K 1.05% 24
2025
Q2 		$2.87M Sell
10,418
-1,013
-9% -$275K 1.2% 23
2025
Q1 		$3.03M Sell
11,431
-191
-2% -$47.1K 1.32% 21
2024
Q4 		$2.7M Sell
11,622
-416
-3% -$95.7K 1.17% 25
2024
Q3 		$2.66M Buy
12,038
+26
+0.2% +$5.38K 1.23% 29
2024
Q2 		$2.36M Sell
12,012
-60
-0.5% -$12.4K 1.19% 28
2024
Q1 		$2.6M Buy
12,072
+184
+2% +$38.7K 1.58% 24
2023
Q4 		$2.49M Buy
11,888
+7,077
+147% +$1.51M 1.73% 22
2023
Q3 		$963K Buy
4,811
+259
+6% +$51.5K 0.57% 38
2023
Q2 		$843K Buy
4,552
+151
+3% +$27.9K 0.49% 39
2023
Q1 		$843K Sell
4,401
-150
-3% -$27.1K 0.52% 36
2022
Q4 		$765K Buy
4,551
+560
+14% +$97.3K 0.46% 40
2022
Q3 		$707K Buy
3,991
+745
+23% +$147K 0.71% 38
2022
Q2 		$664K Buy
3,246
+444
+16% +$94.1K 0.65% 36
2022
Q1 		$682K Buy
2,802
+623
+29% +$146K 0.71% 34
2021
Q4 		$498K Buy
2,179
+1,425
+189% +$314K 0.38% 64
2021
Q3 		$146K Buy
754
+201
+36% +$40.7K 0.11% 128
2021
Q2 		$115K Buy
553
+10
+2% +$2.11K 0.08% 150
2021
Q1 		$112K Buy
543
+22
+4% +$4.33K 0.09% 146
2020
Q4 		$95K Buy
+521
New +$88.6K 0.07% 149

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

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

Phoenix Wealth Advisors reduced its CME Group (CME) stake by 1.8% in Q2 2026, selling an estimated $47K and leaving 9,263 shares worth $2.05M. The position accounts for 0.69% of the portfolio, ranked #32.

Phoenix Wealth Advisors first reported a position in CME in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.03M in Q1 2025. 1,703 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Phoenix Wealth Advisors held 9,263 shares of CME Group worth $2.05M as of Q2 2026.
  • Phoenix Wealth Advisors sold 170 CME Group shares in Q2 2026, an estimated $47K.
  • CME Group made up 0.69% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Phoenix Wealth Advisors first reported a position in CME Group in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's CME Group position peaked at $3.03M in Q1 2025.
  • 1,703 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.