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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Phoenix Wealth Advisors's CME Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its CME Group (CME) stake by 6% in Q1 2026, selling an estimated $178K and leaving 9,433 shares worth $2.79M. The position accounts for 1.1% of the portfolio, ranked #23.

Phoenix Wealth Advisors first reported a position in CME in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.03M in Q1 2025. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Phoenix Wealth Advisors held 9,433 shares of CME Group worth $2.79M as of Q1 2026.
  • Phoenix Wealth Advisors sold 600 CME Group shares in Q1 2026, an estimated $178K.
  • CME Group made up 1.1% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • Phoenix Wealth Advisors first reported a position in CME Group in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's CME Group position peaked at $3.03M in Q1 2025.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.