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Waldron Private Wealth’s CME Group CME Stock Holding History

Waldron Private Wealth’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 		– Sell
-718
Closed -$212K – 352
2026
Q1 		$212K Buy
+718
New +$213K 0.01% 327
2025
Q1 		– Sell
-2,362
Closed -$549K – 321
2024
Q4 		$549K Buy
2,362
+47
+2% +$10.8K 0.02% 243
2024
Q3 		$511K Buy
2,315
+15
+0.7% +$3.1K 0.02% 243
2024
Q2 		$452K Sell
2,300
-32
-1% -$6.61K 0.02% 245
2024
Q1 		$502K Sell
2,332
-282
-11% -$59.2K 0.02% 241
2023
Q4 		$565K Sell
2,614
-70
-3% -$14.9K 0.03% 215
2023
Q3 		$537K Buy
2,684
+92
+4% +$18.3K 0.03% 218
2023
Q2 		$480K Sell
2,592
-147
-5% -$27.2K 0.02% 236
2023
Q1 		$525K Sell
2,739
-110
-4% -$19.9K 0.03% 244
2022
Q4 		$504K Hold
2,849
– – 0.03% 237
2022
Q3 		$504K Buy
2,849
+1,126
+65% +$223K 0.03% 237
2022
Q2 		$352K Buy
1,723
+68
+4% +$14.4K 0.02% 282
2022
Q1 		$393K Buy
1,655
+25
+2% +$5.87K 0.02% 278
2021
Q4 		$377K Buy
1,630
+261
+19% +$57.4K 0.02% 282
2021
Q3 		$264K Buy
+1,369
New +$277K 0.02% 306
2014
Q2 		– Sell
-3,380
Closed -$250K – 123
2014
Q1 		$250K Buy
+3,380
New +$255K 0.12% 89

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

Waldron Private Wealth's CME Position: Q2 2026 in Review

Waldron Private Wealth sold out of CME Group (CME) in Q2 2026, closing a stake of 718 shares — an estimated $212K sold.

Waldron Private Wealth first reported a position in CME in Q1 2014 and held it in 16 quarters. The position peaked at $565K in Q4 2023. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Waldron Private Wealth reported no remaining CME Group position as of Q2 2026 after selling out during the quarter.
  • Waldron Private Wealth sold 718 CME Group shares in Q2 2026, an estimated $212K.
  • Waldron Private Wealth first reported a position in CME Group in Q1 2014 and held it in 16 quarters.
  • Waldron Private Wealth's CME Group position peaked at $565K in Q4 2023.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.