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Aprio Wealth Management’s Cerus CERS Stock Holding History

Aprio Wealth Management’s Portfolio CERS Stock Details CERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.8K Hold
15,000
– – ﹤0.01% 635
2026
Q1 		$27.3K Hold
15,000
– – ﹤0.01% 613
2025
Q4 		$30.9K Hold
15,000
– – ﹤0.01% 541
2025
Q3 		$23.9K Hold
15,000
– – ﹤0.01% 437
2025
Q2 		$21.1K Hold
15,000
– – ﹤0.01% 410
2025
Q1 		$20.9K Hold
15,000
– – ﹤0.01% 374
2024
Q4 		$23.1K Hold
15,000
– – ﹤0.01% 315
2024
Q3 		$26.1K Hold
15,000
– – ﹤0.01% 290
2024
Q2 		$26.4K Hold
15,000
– – ﹤0.01% 260
2024
Q1 		$28.4K Hold
15,000
– – 0.01% 241
2023
Q4 		$32.4K Hold
15,000
– – 0.01% 203
2023
Q3 		$24.3K Hold
15,000
– – 0.01% 181
2023
Q2 		$36.9K Hold
15,000
– – 0.01% 152
2023
Q1 		$44.5K Hold
15,000
– – 0.01% 131
2022
Q4 		$54.8K Hold
15,000
– – 0.02% 123
2022
Q3 		$54K Hold
15,000
– – 0.02% 107
2022
Q2 		$79K Hold
15,000
– – 0.03% 98
2022
Q1 		$82K Hold
15,000
– – 0.03% 84
2021
Q4 		$102K Buy
+15,000
New +$101K 0.04% 75

Other funds holding CERS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

Aprio Wealth Management's CERS Position: Q2 2026 in Review

Aprio Wealth Management held its Cerus (CERS) position steady in Q2 2026 at 15,000 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Aprio Wealth Management first reported a position in CERS in Q4 2021 and has held it in 19 quarters since. The position peaked at $102K in Q4 2021. 33 funds tracked by Wall St. Rank hold CERS as of Q2 2026.

  • Aprio Wealth Management held 15,000 shares of Cerus worth $43.8K as of Q2 2026.
  • Aprio Wealth Management left its Cerus share count unchanged in Q2 2026.
  • Cerus made up ﹤0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #635 holding.
  • Aprio Wealth Management first reported a position in Cerus in Q4 2021 and has held it in 19 quarters since.
  • Aprio Wealth Management's Cerus position peaked at $102K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Cerus as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.