Cerity Partners’s Cerus CERS Stock Holding History

Cerity Partners’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 Q1	$230K	Buy	126,554 +2,598	+2%	+$5.66K	﹤0.01%	2795
2025 Q4	$255K	Buy	123,956 +18,379	+17%	+$31.9K	﹤0.01%	2502
2025 Q3	$168K	Buy	105,577 +36,091	+52%	+$48.7K	﹤0.01%	2543
2025 Q2	$98K	Buy	69,486 +21,996	+46%	+$29.3K	﹤0.01%	2480
2025 Q1	$66K	Buy	47,490 +5,703	+14%	+$9.54K	﹤0.01%	2376
2024 Q4	$70.6K	Buy	41,787 +9,156	+28%	+$15.7K	﹤0.01%	2365
2024 Q3	$56.8K	Buy	+32,631	New	+$68.5K	﹤0.01%	2478
2024 Q2	–	Sell	-25,736	Closed	-$48.6K	–	2257
2024 Q1	$48.6K	Buy	+25,736	New	+$52.5K	﹤0.01%	2248
2021 Q3	–	Sell	-25,000	Closed	-$148K	–	693
2021 Q2	$148K	Hold	25,000	–	–	﹤0.01%	688
2021 Q1	$150K	Buy	+25,000	New	+$170K	﹤0.01%	673

Other funds holding CERS

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Cerity Partners's CERS Position: Q1 2026 in Review

Cerity Partners increased its Cerus (CERS) stake by 2.1% in Q1 2026, buying an estimated $5.66K and bringing the position to 126,554 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2795.

Cerity Partners first reported a position in CERS in Q1 2021 and has held it in 10 quarters since. The position peaked at $255K in Q4 2025. 168 funds tracked by Wall St. Rank hold CERS as of Q1 2026.

Cerity Partners held 126,554 shares of Cerus worth $230K as of Q1 2026.
Cerity Partners bought 2,598 Cerus shares in Q1 2026, an estimated $5.66K.
Cerus made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2795 holding.
Cerity Partners first reported a position in Cerus in Q1 2021 and has held it in 10 quarters since.
Cerity Partners's Cerus position peaked at $255K in Q4 2025.
168 funds tracked by Wall St. Rank held Cerus as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.