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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SHP Wealth Management's CME Position: Q1 2026 in Review

SHP Wealth Management reduced its CME Group (CME) stake by 21% in Q1 2026, selling an estimated $119K and leaving 1,472 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #168.

SHP Wealth Management first reported a position in CME in Q4 2025 and has held it in 2 quarters since. The position peaked at $512K in Q4 2025. 1,794 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • SHP Wealth Management held 1,472 shares of CME Group worth $435K as of Q1 2026.
  • SHP Wealth Management sold 402 CME Group shares in Q1 2026, an estimated $119K.
  • CME Group made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #168 holding.
  • SHP Wealth Management first reported a position in CME Group in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's CME Group position peaked at $512K in Q4 2025.
  • 1,794 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.