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Wealth Alliance’s CME Group CME Stock Holding History

Wealth Alliance’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 		$1.09M Sell
4,937
-1,949
-28% -$539K 0.09% 179
2026
Q1 		$2.03M Buy
6,886
+1,627
+31% +$483K 0.2% 98
2025
Q4 		$1.44M Buy
5,259
+3,630
+223% +$986K 0.14% 137
2025
Q3 		$440K Buy
1,629
+35
+2% +$9.52K 0.05% 330
2025
Q2 		$439K Buy
1,594
+110
+7% +$29.9K 0.05% 328
2025
Q1 		$394K Buy
1,484
+58
+4% +$14.3K 0.05% 330
2024
Q4 		$331K Buy
1,426
+40
+3% +$9.2K 0.04% 355
2024
Q3 		$306K Sell
1,386
-40
-3% -$8.28K 0.04% 391
2024
Q2 		$280K Sell
1,426
-103
-7% -$21.3K 0.04% 400
2024
Q1 		$329K Buy
1,529
+575
+60% +$121K 0.04% 375
2023
Q4 		$201K Buy
+954
New +$204K 0.03% 488
2021
Q4 		– Sell
-2,063
Closed -$399K – 450
2021
Q3 		$399K Sell
2,063
-23
-1% -$4.66K 0.09% 261
2021
Q2 		$444K Sell
2,086
-42
-2% -$8.87K 0.1% 226
2021
Q1 		$435K Sell
2,128
-330
-13% -$65K 0.12% 198
2020
Q4 		$448K Buy
2,458
+6
+0.2% +$1.02K 0.13% 185
2020
Q3 		$410K Buy
2,452
+113
+5% +$19K 0.15% 171
2020
Q2 		$380K Buy
2,339
+467
+25% +$83.7K 0.15% 178
2020
Q1 		$324K Buy
+1,872
New +$373K 0.17% 147

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

Wealth Alliance's CME Position: Q2 2026 in Review

Wealth Alliance reduced its CME Group (CME) stake by 28% in Q2 2026, selling an estimated $539K and leaving 4,937 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #179.

Wealth Alliance first reported a position in CME in Q1 2020 and has held it in 18 quarters since. The position peaked at $2.03M in Q1 2026. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Wealth Alliance held 4,937 shares of CME Group worth $1.09M as of Q2 2026.
  • Wealth Alliance sold 1,949 CME Group shares in Q2 2026, an estimated $539K.
  • CME Group made up 0.09% of Wealth Alliance's portfolio in Q2 2026, its #179 holding.
  • Wealth Alliance first reported a position in CME Group in Q1 2020 and has held it in 18 quarters since.
  • Wealth Alliance's CME Group position peaked at $2.03M in Q1 2026.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.