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Physician Wealth Advisors’s CME Group CME Stock Holding History

Physician 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 		$25.2K Sell
114
-60
-34% -$16.6K ﹤0.01% 600
2026
Q1 		$51.4K Buy
174
+8
+5% +$2.38K 0.01% 395
2025
Q4 		$45.3K Buy
166
+56
+51% +$15.2K 0.01% 409
2025
Q3 		$29.7K Buy
110
+6
+6% +$1.63K ﹤0.01% 486
2025
Q2 		$28.7K Buy
104
+12
+13% +$3.26K ﹤0.01% 454
2025
Q1 		$24.4K Buy
92
+3
+3% +$740 ﹤0.01% 454
2024
Q4 		$20.7K Buy
+89
New +$20.5K ﹤0.01% 500

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Physician Wealth Advisors reduced its CME Group (CME) stake by 34% in Q2 2026, selling an estimated $16.6K and leaving 114 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Physician Wealth Advisors first reported a position in CME in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.4K in Q1 2026. 717 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Physician Wealth Advisors held 114 shares of CME Group worth $25.2K as of Q2 2026.
  • Physician Wealth Advisors sold 60 CME Group shares in Q2 2026, an estimated $16.6K.
  • CME Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #600 holding.
  • Physician Wealth Advisors first reported a position in CME Group in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's CME Group position peaked at $51.4K in Q1 2026.
  • 717 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.