Turtle Creek Wealth Advisors’s CME Group CME Stock Holding History

Turtle Creek Wealth Advisors’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	$5.87M	Buy	26,583 +2,725	+11%	+$754K	0.31%	72
2026 Q1	$7.05M	Sell	23,858 -344	-1%	-$102K	0.53%	51
2025 Q4	$6.61M	Buy	24,202 +3,279	+16%	+$891K	0.52%	52
2025 Q3	$5.65M	Buy	20,923 +1,339	+7%	+$364K	0.51%	56
2025 Q2	$5.4M	Buy	19,584 +519	+3%	+$141K	0.64%	51
2025 Q1	$5.06M	Buy	+19,065	New	+$4.7M	0.75%	44
2024 Q4	–	Sell	-1,058	Closed	-$233K	–	92
2024 Q3	$233K	Buy	+1,058	New	+$219K	0.05%	162
2024 Q1	–	Sell	-1,079	Closed	-$227K	–	314
2023 Q4	$227K	Buy	+1,079	New	+$230K	0.07%	140

Other funds holding CME

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Turtle Creek Wealth Advisors's CME Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its CME Group (CME) stake by 11% in Q2 2026, buying an estimated $754K and bringing the position to 26,583 shares worth $5.87M. The position accounts for 0.31% of the portfolio, ranked #72.

Turtle Creek Wealth Advisors first reported a position in CME in Q4 2023 and has held it in 8 quarters since. The position peaked at $7.05M in Q1 2026. 750 funds tracked by Wall St. Rank hold CME as of Q2 2026.

Turtle Creek Wealth Advisors held 26,583 shares of CME Group worth $5.87M as of Q2 2026.
Turtle Creek Wealth Advisors bought 2,725 CME Group shares in Q2 2026, an estimated $754K.
CME Group made up 0.31% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Turtle Creek Wealth Advisors first reported a position in CME Group in Q4 2023 and has held it in 8 quarters since.
Turtle Creek Wealth Advisors's CME Group position peaked at $7.05M in Q1 2026.
750 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.