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True Wealth Design’s CME Group CME Stock Holding History

True Wealth Design’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 		$119K Buy
541
+4
+0.7% +$1.11K 0.03% 210
2026
Q1 		$159K Buy
537
+14
+3% +$4.16K 0.04% 123
2025
Q4 		$143K Sell
523
-130
-20% -$35.3K 0.04% 127
2025
Q3 		$176K Sell
653
-55
-8% -$15K 0.05% 81
2025
Q2 		$195K Buy
708
+9
+1% +$2.45K 0.07% 49
2025
Q1 		$185K Buy
699
+31
+5% +$7.65K 0.07% 37
2024
Q4 		$155K Buy
668
+89
+15% +$20.5K 0.06% 38
2024
Q3 		$128K Buy
+579
New +$120K 0.05% 43
2024
Q2 		– Sell
-24
Closed -$5.17K – 788
2024
Q1 		$5.17K Hold
24
– – ﹤0.01% 276
2023
Q4 		$5.05K Buy
+24
New +$5.12K ﹤0.01% 266

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

True Wealth Design's CME Position: Q2 2026 in Review

True Wealth Design increased its CME Group (CME) stake by 0.74% in Q2 2026, buying an estimated $1.11K and bringing the position to 541 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #210.

True Wealth Design first reported a position in CME in Q4 2023 and has held it in 10 quarters since. The position peaked at $195K in Q2 2025. 263 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • True Wealth Design held 541 shares of CME Group worth $119K as of Q2 2026.
  • True Wealth Design bought 4 CME Group shares in Q2 2026, an estimated $1.11K.
  • CME Group made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #210 holding.
  • True Wealth Design first reported a position in CME Group in Q4 2023 and has held it in 10 quarters since.
  • True Wealth Design's CME Group position peaked at $195K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.