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Wealthspire Advisors (New York)’s CME Group CME Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$93.4M Buy
316,090
+89,409
+39% +$26.6M 0.73% 24
2025
Q4 		$61.9M Buy
226,681
+1,408
+0.6% +$383K 0.49% 39
2025
Q3 		$60.9M Sell
225,273
-175
-0.1% -$47.6K 0.32% 46
2025
Q2 		$62.1M Buy
225,448
+72,244
+47% +$19.6M 0.35% 42
2025
Q1 		$40.6M Sell
153,204
-133
-0.1% -$32.8K 0.24% 55
2024
Q4 		$35.6M Sell
153,337
-12,264
-7% -$2.82M 0.35% 45
2024
Q3 		$36.5M Buy
165,601
+3,253
+2% +$673K 0.37% 47
2024
Q2 		$31.9M Sell
162,348
-992
-0.6% -$205K 0.41% 37
2024
Q1 		$35.2M Sell
163,340
-917
-0.6% -$193K 0.47% 36
2023
Q4 		$34.6M Sell
164,257
-19,961
-11% -$4.26M 0.49% 36
2023
Q3 		$36.9M Sell
184,218
-4,196
-2% -$834K 0.61% 30
2023
Q2 		$34.9M Sell
188,414
-5,616
-3% -$1.04M 0.57% 34
2023
Q1 		$37.2M Buy
194,030
+43,148
+29% +$7.8M 0.64% 31
2022
Q4 		$25.4M Sell
150,882
-22,751
-13% -$3.95M 0.46% 37
2022
Q3 		$30.8M Sell
173,633
-22,347
-11% -$4.42M 0.64% 30
2022
Q2 		$40.1M Buy
195,980
+101,020
+106% +$21.4M 0.84% 23
2022
Q1 		$22.6M Sell
94,960
-115,693
-55% -$27.2M 0.51% 31
2021
Q4 		$48.1M Sell
210,653
-8,685
-4% -$1.91M 1.06% 17
2021
Q3 		$42.4M Buy
219,338
+71,024
+48% +$14.4M 0.88% 21
2021
Q2 		$31.5M Sell
148,314
-8,147
-5% -$1.72M 0.83% 19
2021
Q1 		$32M Sell
156,461
-1,226
-0.8% -$241K 0.76% 22
2020
Q4 		$28.7M Buy
157,687
+66,335
+73% +$11.3M 0.85% 21
2020
Q3 		$15.3M Buy
91,352
+451
+0.5% +$76K 0.91% 17
2020
Q2 		$14.8M Buy
90,901
+27,711
+44% +$4.97M 1.03% 16
2020
Q1 		$10.9M Buy
63,190
+11,484
+22% +$2.29M 0.46% 32
2019
Q4 		$10.4M Buy
51,706
+302
+0.6% +$62K 0.76% 17
2019
Q3 		$10.9M Buy
+51,404
New +$10.7M 0.89% 14
2019
Q1 		– Sell
-680
Closed -$128K – 190
2018
Q4 		$128K Buy
+680
New +$126K 0.01% 94

Other funds holding CME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (New York)'s CME Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its CME Group (CME) stake by 39% in Q1 2026, buying an estimated $26.6M and bringing the position to 316,090 shares worth $93.4M. The position accounts for 0.73% of the portfolio, ranked #24.

Wealthspire Advisors (New York) first reported a position in CME in Q4 2018 and has held it in 28 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Wealthspire Advisors (New York) held 316,090 shares of CME Group worth $93.4M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 89,409 CME Group shares in Q1 2026, an estimated $26.6M.
  • CME Group made up 0.73% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #24 holding.
  • Wealthspire Advisors (New York) first reported a position in CME Group in Q4 2018 and has held it in 28 quarters since.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.