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Vertex Planning Partners’s CME Group CME Stock Holding History

Vertex Planning Partners’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 		$1.5M Sell
6,785
-30
-0.4% -$8.3K 0.22% 52
2026
Q1 		$2.01M Buy
6,815
+34
+0.5% +$10.1K 0.39% 44
2025
Q4 		$1.85M Sell
6,781
-183
-3% -$49.7K 0.43% 39
2025
Q3 		$1.88M Buy
6,964
+7
+0.1% +$1.91K 0.36% 50
2025
Q2 		$1.92M Buy
6,957
+16
+0.2% +$4.35K 0.4% 49
2025
Q1 		$1.84M Buy
6,941
+63
+0.9% +$15.5K 0.4% 44
2024
Q4 		$1.6M Buy
+6,878
New +$1.58M 0.35% 47

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

Vertex Planning Partners's CME Position: Q2 2026 in Review

Vertex Planning Partners reduced its CME Group (CME) stake by 0.44% in Q2 2026, selling an estimated $8.3K and leaving 6,785 shares worth $1.5M. The position accounts for 0.22% of the portfolio, ranked #52.

Vertex Planning Partners first reported a position in CME in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.01M in Q1 2026. 1,703 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Vertex Planning Partners held 6,785 shares of CME Group worth $1.5M as of Q2 2026.
  • Vertex Planning Partners sold 30 CME Group shares in Q2 2026, an estimated $8.3K.
  • CME Group made up 0.22% of Vertex Planning Partners's portfolio in Q2 2026, its #52 holding.
  • Vertex Planning Partners first reported a position in CME Group in Q4 2024 and has held it in 7 quarters since.
  • Vertex Planning Partners's CME Group position peaked at $2.01M in Q1 2026.
  • 1,703 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.