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 Q2	$78.4M	Buy	355,010 +38,920	+12%	+$10.8M	0.43%	48
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wealthspire Advisors (New York)'s CME Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its CME Group (CME) stake by 12% in Q2 2026, buying an estimated $10.8M and bringing the position to 355,010 shares worth $78.4M. The position accounts for 0.43% of the portfolio, ranked #48.

Wealthspire Advisors (New York) first reported a position in CME in Q4 2018 and has held it in 29 quarters since. The position peaked at $93.4M in Q1 2026. 1,704 funds tracked by Wall St. Rank hold CME as of Q2 2026.

Wealthspire Advisors (New York) held 355,010 shares of CME Group worth $78.4M as of Q2 2026.
Wealthspire Advisors (New York) bought 38,920 CME Group shares in Q2 2026, an estimated $10.8M.
CME Group made up 0.43% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #48 holding.
Wealthspire Advisors (New York) first reported a position in CME Group in Q4 2018 and has held it in 29 quarters since.
Wealthspire Advisors (New York)'s CME Group position peaked at $93.4M in Q1 2026.
1,704 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.