Cerity Partners

Cerity Partners’s C3.ai AI Stock Holding History

Cerity Partners’s Portfolio AI Stock Details AI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.74M	Sell	206,333 -270,396	-57%	-$2.9M	﹤0.01%	1562
2025 Q4	$6.43M	Sell	476,729 -715	-0.1%	-$11.4K	0.01%	823
2025 Q3	$8.28M	Buy	477,444 +453,660	+1,907%	+$9.47M	0.01%	655
2025 Q2	$584K	Sell	23,784 -3,289	-12%	-$75.2K	﹤0.01%	1782
2025 Q1	$570K	Buy	27,073 +3,791	+16%	+$108K	﹤0.01%	1688
2024 Q4	$797K	Sell	23,282 -851	-4%	-$26.4K	﹤0.01%	1523
2024 Q3	$585K	Buy	24,133 +7,511	+45%	+$191K	﹤0.01%	1692
2024 Q2	$481K	Buy	16,622 +8,030	+93%	+$206K	﹤0.01%	1559
2024 Q1	$233K	Sell	8,592 -7,254	-46%	-$204K	﹤0.01%	2019
2023 Q4	$455K	Buy	+15,846	New	+$436K	﹤0.01%	1311
2021 Q4	–	Sell	-8,040	Closed	-$373K	–	1020
2021 Q3	$373K	Hold	8,040	–	–	0.01%	522
2021 Q2	$503K	Hold	8,040	–	–	0.01%	467
2021 Q1	$530K	Buy	8,040 +6,040	+302%	+$702K	0.01%	440
2020 Q4	$278K	Buy	+2,000	New	+$268K	0.01%	538

Other funds holding AI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return