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SHP Wealth Management’s CME Group CME Stock Holding History

SHP Wealth Management’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 		$552K Buy
2,501
+1,029
+70% +$285K 0.04% 170
2026
Q1 		$435K Sell
1,472
-402
-21% -$119K 0.03% 168
2025
Q4 		$512K Buy
+1,874
New +$509K 0.04% 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 $3.38T AUM 44.17% 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

SHP Wealth Management's CME Position: Q2 2026 in Review

SHP Wealth Management increased its CME Group (CME) stake by 70% in Q2 2026, buying an estimated $285K and bringing the position to 2,501 shares worth $552K. The position accounts for 0.04% of the portfolio, ranked #170.

SHP Wealth Management first reported a position in CME in Q4 2025 and has held it in 3 quarters since. 1,709 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • SHP Wealth Management held 2,501 shares of CME Group worth $552K as of Q2 2026.
  • SHP Wealth Management bought 1,029 CME Group shares in Q2 2026, an estimated $285K.
  • CME Group made up 0.04% of SHP Wealth Management's portfolio in Q2 2026, its #170 holding.
  • SHP Wealth Management first reported a position in CME Group in Q4 2025 and has held it in 3 quarters since.
  • 1,709 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.