Cerity Partners
CALM icon

Cerity Partners’s Cal-Maine CALM Stock Holding History

Cerity Partners’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.4M Sell
29,837
-1,592
-5% -$123K ﹤0.01% 1490
2026
Q1 		$2.49M Sell
31,429
-102,996
-77% -$8.46M ﹤0.01% 1360
2025
Q4 		$10.7M Buy
134,425
+103,787
+339% +$9.11M 0.02% 609
2025
Q3 		$2.88M Buy
30,638
+1,263
+4% +$135K ﹤0.01% 1115
2025
Q2 		$2.93M Buy
29,375
+10,140
+53% +$969K 0.01% 1044
2025
Q1 		$1.75M Sell
19,235
-9,861
-34% -$973K ﹤0.01% 1181
2024
Q4 		$2.97M Buy
29,096
+342
+1% +$32.3K 0.01% 932
2024
Q3 		$2.15M Buy
28,754
+313
+1% +$21.7K ﹤0.01% 1063
2024
Q2 		$1.74M Sell
28,441
-1,054
-4% -$62.5K ﹤0.01% 967
2024
Q1 		$1.74M Sell
29,495
-5,634
-16% -$321K ﹤0.01% 1041
2023
Q4 		$2.02M Sell
35,129
-139,521
-80% -$6.89M 0.01% 770
2023
Q3 		$8.46M Buy
174,650
+139,334
+395% +$6.47M 0.04% 324
2023
Q2 		$1.59M Buy
35,316
+34,698
+5,615% +$1.72M 0.01% 782
2023
Q1 		$364K Buy
+618
New +$34.5K ﹤0.01% 1443
2017
Q3 		– Sell
-19,665
Closed -$909K – 566
2017
Q2 		$909K Buy
+19,665
New +$753K 0.08% 179

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cerity Partners's CALM Position: Q2 2026 in Review

Cerity Partners reduced its Cal-Maine (CALM) stake by 5.1% in Q2 2026, selling an estimated $123K and leaving 29,837 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Cerity Partners first reported a position in CALM in Q2 2017 and has held it in 15 quarters since. The position peaked at $10.7M in Q4 2025. 425 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Cerity Partners held 29,837 shares of Cal-Maine worth $2.4M as of Q2 2026.
  • Cerity Partners sold 1,592 Cal-Maine shares in Q2 2026, an estimated $123K.
  • Cal-Maine made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1490 holding.
  • Cerity Partners first reported a position in Cal-Maine in Q2 2017 and has held it in 15 quarters since.
  • Cerity Partners's Cal-Maine position peaked at $10.7M in Q4 2025.
  • 425 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.