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Thrive Wealth Management’s CME Group CME Stock Holding History

Thrive 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 		$220K Sell
996
-544
-35% -$150K 0.03% 236
2026
Q1 		$455K Sell
1,540
-427
-22% -$127K 0.07% 128
2025
Q4 		$537K Buy
1,967
+373
+23% +$101K 0.08% 122
2025
Q3 		$431K Buy
+1,594
New +$434K 0.07% 140

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

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

Thrive Wealth Management reduced its CME Group (CME) stake by 35% in Q2 2026, selling an estimated $150K and leaving 996 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #236.

Thrive Wealth Management first reported a position in CME in Q3 2025 and has held it in 4 quarters since. The position peaked at $537K in Q4 2025. 222 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Thrive Wealth Management held 996 shares of CME Group worth $220K as of Q2 2026.
  • Thrive Wealth Management sold 544 CME Group shares in Q2 2026, an estimated $150K.
  • CME Group made up 0.03% of Thrive Wealth Management's portfolio in Q2 2026, its #236 holding.
  • Thrive Wealth Management first reported a position in CME Group in Q3 2025 and has held it in 4 quarters since.
  • Thrive Wealth Management's CME Group position peaked at $537K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.