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Sound View Wealth Advisors Group’s CME Group CME Stock Holding History

Sound View Wealth Advisors 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
Q2 		$422K Sell
1,909
-533
-22% -$147K 0.03% 308
2026
Q1 		$721K Buy
2,442
+231
+10% +$68.6K 0.05% 231
2025
Q4 		$604K Sell
2,211
-42
-2% -$11.4K 0.04% 253
2025
Q3 		$609K Sell
2,253
-49
-2% -$13.3K 0.04% 250
2025
Q2 		$634K Sell
2,302
-1,553
-40% -$422K 0.05% 242
2025
Q1 		$1.02M Buy
3,855
+1,423
+59% +$351K 0.08% 171
2024
Q4 		$565K Buy
2,432
+127
+6% +$29.2K 0.05% 248
2024
Q3 		$509K Sell
2,305
-1,006
-30% -$208K 0.04% 252
2024
Q2 		$651K Sell
3,311
-3,285
-50% -$679K 0.07% 210
2024
Q1 		$1.42M Buy
6,596
+931
+16% +$196K 0.15% 134
2023
Q4 		$1.19M Sell
5,665
-12
-0.2% -$2.56K 0.13% 145
2023
Q3 		$1.14M Buy
5,677
+90
+2% +$17.9K 0.14% 135
2023
Q2 		$1.04M Sell
5,587
-101
-2% -$18.7K 0.14% 142
2023
Q1 		$1.09M Buy
5,688
+23
+0.4% +$4.16K 0.15% 131
2022
Q4 		$1.19M Buy
5,665
+360
+7% +$62.6K 0.13% 145
2022
Q3 		$940K Sell
5,305
-25
-0.5% -$4.94K 0.21% 107
2022
Q2 		$1.09M Sell
5,330
-5
-0.1% -$1.06K 0.23% 107
2022
Q1 		$1.27M Buy
5,335
+33
+0.6% +$7.75K 0.24% 104
2021
Q4 		$1.21M Sell
5,302
-76
-1% -$16.7K 0.23% 108
2021
Q3 		$1.04M Buy
5,378
+126
+2% +$25.5K 0.22% 111
2021
Q2 		$1.12M Sell
5,252
-103
-2% -$21.7K 0.23% 104
2021
Q1 		$1.09M Sell
5,355
-238
-4% -$46.9K 0.25% 94
2020
Q4 		$1.02M Sell
5,593
-403
-7% -$68.5K 0.25% 96
2020
Q3 		$1M Sell
5,996
-413
-6% -$69.6K 0.26% 93
2020
Q2 		$1.04M Sell
6,409
-493
-7% -$88.4K 0.29% 91
2020
Q1 		$1.19M Sell
6,902
-347
-5% -$69.1K 0.41% 71
2019
Q4 		$1.46M Sell
7,249
-507
-7% -$104K 0.41% 74
2019
Q3 		$1.64M Sell
7,756
-399
-5% -$83.4K 0.49% 65
2019
Q2 		$1.58M Buy
+8,155
New +$1.5M 0.47% 65

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 $3.37T AUM 44.26% 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

Sound View Wealth Advisors Group's CME Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its CME Group (CME) stake by 22% in Q2 2026, selling an estimated $147K and leaving 1,909 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #308.

Sound View Wealth Advisors Group first reported a position in CME in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.64M in Q3 2019. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,909 shares of CME Group worth $422K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 533 CME Group shares in Q2 2026, an estimated $147K.
  • CME Group made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #308 holding.
  • Sound View Wealth Advisors Group first reported a position in CME Group in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's CME Group position peaked at $1.64M in Q3 2019.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.