Roberts Capital Advisors’s CME Group CME Stock Holding History

Roberts Capital 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
2025 Q4	–	Sell	-4,080	Closed	-$1.1M	–	18
2025 Q3	$1.1M	Hold	4,080	–	–	1.23%	20
2025 Q2	$1.12M	Hold	4,080	–	–	0.83%	27
2025 Q1	$1.08M	Buy	+4,080	New	+$1.01M	0.95%	25

Other funds holding CME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Roberts Capital Advisors's CME Position: Q4 2025 in Review

Roberts Capital Advisors sold out of CME Group (CME) in Q4 2025, closing a stake of 4,080 shares — an estimated $1.1M sold.

Roberts Capital Advisors first reported a position in CME in Q1 2025 and held it in 3 quarters. The position peaked at $1.12M in Q2 2025. 1,731 funds tracked by Wall St. Rank hold CME as of Q4 2025.

Roberts Capital Advisors reported no remaining CME Group position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 4,080 CME Group shares in Q4 2025, an estimated $1.1M.
Roberts Capital Advisors first reported a position in CME Group in Q1 2025 and held it in 3 quarters.
Roberts Capital Advisors's CME Group position peaked at $1.12M in Q2 2025.
1,731 funds tracked by Wall St. Rank held CME Group as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.