Sage Private Wealth Group
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Sage Private Wealth Group’s CME Group CME Stock Holding History

Sage Private Wealth Group’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
Q3 		$950K Buy
3,628
+277
+8% +$73K 0.32% 42
2026
Q2 		$740K Sell
3,351
-51
-1% -$14.1K 0.33% 36
2026
Q1 		$1M Sell
3,402
-37
-1% -$11K 0.51% 20
2025
Q4 		$939K Buy
3,439
+62
+2% +$16.8K 0.51% 24
2025
Q3 		$912K Buy
3,377
+177
+6% +$48.2K 0.51% 23
2025
Q2 		$882K Sell
3,200
-319
-9% -$86.8K 0.57% 19
2025
Q1 		$934K Buy
3,519
+12
+0.3% +$2.96K 0.71% 14
2024
Q4 		$814K Sell
3,507
-232
-6% -$53.4K 0.61% 17
2024
Q3 		$825K Sell
3,739
-517
-12% -$107K 0.65% 14
2024
Q2 		$837K Buy
4,256
+1,919
+82% +$396K 0.7% 13
2024
Q1 		$503K Sell
2,337
-70
-3% -$14.7K 0.4% 32
2023
Q4 		$507K Sell
2,407
-333
-12% -$71.1K 0.45% 22
2023
Q3 		$549K Sell
2,740
-875
-24% -$174K 0.76% 12
2023
Q2 		$670K Sell
3,615
-23,185
-87% -$4.28M 0.91% 10
2023
Q1 		$5.13M Sell
26,800
-1,067
-4% -$193K 5.89% 8
2022
Q4 		$4.69M Sell
27,867
-892
-3% -$155K 5.56% 8
2022
Q3 		$5.09M Sell
28,759
-1,605
-5% -$317K 6.73% 5
2022
Q2 		$6.22M Sell
30,364
-21,710
-42% -$4.6M 8.94% 4
2022
Q1 		$7.39M Buy
52,074
+1,778
+4% +$418K 7.19% 5
2021
Q4 		$6.69M Buy
50,296
+21,118
+72% +$4.65M 8.32% 4
2021
Q3 		$5.64M Buy
29,178
+375
+1% +$76K 7.8% 4
2021
Q2 		$6.13M Buy
28,803
+27,698
+2,507% +$5.85M 8.29% 4
2021
Q1 		$226K Sell
1,105
-46
-4% -$9.06K 0.39% 34
2020
Q4 		$209K Buy
+1,151
New +$196K 0.58% 34

Other funds holding CME

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Alphabet Inc
Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return

Sage Private Wealth Group's CME Position: Q3 2026 in Review

Sage Private Wealth Group increased its CME Group (CME) stake by 8.3% in Q3 2026, buying an estimated $73K and bringing the position to 3,628 shares worth $950K. The position accounts for 0.32% of the portfolio, ranked #42.

Sage Private Wealth Group first reported a position in CME in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.39M in Q1 2022. 1,289 funds tracked by Wall St. Rank hold CME as of Q3 2026.

  • Sage Private Wealth Group held 3,628 shares of CME Group worth $950K as of Q3 2026.
  • Sage Private Wealth Group bought 277 CME Group shares in Q3 2026, an estimated $73K.
  • CME Group made up 0.32% of Sage Private Wealth Group's portfolio in Q3 2026, its #42 holding.
  • Sage Private Wealth Group first reported a position in CME Group in Q4 2020 and has held it in 24 quarters since.
  • Sage Private Wealth Group's CME Group position peaked at $7.39M in Q1 2022.
  • 1,289 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Sage Private Wealth Group's 13F filing for Q3 2026, filed 21 Oct 2026.