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Waypoint Wealth Counsel’s CME Group CME Stock Holding History

Waypoint Wealth Counsel’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
2025
Q4 		– Sell
-804
Closed -$217K – 292
2025
Q3 		$217K Sell
804
-126
-14% -$34.3K 0.09% 237
2025
Q2 		$256K Buy
930
+71
+8% +$19.3K 0.13% 138
2025
Q1 		$228K Buy
+859
New +$212K 0.14% 99

Other funds holding CME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waypoint Wealth Counsel's CME Position: Q4 2025 in Review

Waypoint Wealth Counsel sold out of CME Group (CME) in Q4 2025, closing a stake of 804 shares — an estimated $217K sold.

Waypoint Wealth Counsel first reported a position in CME in Q1 2025 and held it in 3 quarters. The position peaked at $256K in Q2 2025. 1,736 funds tracked by Wall St. Rank hold CME as of Q4 2025.

  • Waypoint Wealth Counsel reported no remaining CME Group position as of Q4 2025 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 804 CME Group shares in Q4 2025, an estimated $217K.
  • Waypoint Wealth Counsel first reported a position in CME Group in Q1 2025 and held it in 3 quarters.
  • Waypoint Wealth Counsel's CME Group position peaked at $256K in Q2 2025.
  • 1,736 funds tracked by Wall St. Rank held CME Group as of Q4 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q4 2025, filed 28 Jan 2026.