Cerity Partners’s Escalade ESCA Stock Holding History

Cerity Partners’s Portfolio ESCA Stock Details ESCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,043	Closed	-$151K	–	2921
2025 Q3	$151K	Buy	+12,043	New	+$155K	﹤0.01%	2562

Other funds holding ESCA

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cerity Partners's ESCA Position: Q4 2025 in Review

Cerity Partners sold out of Escalade (ESCA) in Q4 2025, closing a stake of 12,043 shares — an estimated $151K sold.

Cerity Partners first reported a position in ESCA in Q3 2025 and held it in 1 quarter. The position peaked at $151K in Q3 2025. 79 funds tracked by Wall St. Rank hold ESCA as of Q4 2025.

Cerity Partners reported no remaining Escalade position as of Q4 2025 after selling out during the quarter.
Cerity Partners sold 12,043 Escalade shares in Q4 2025, an estimated $151K.
Cerity Partners first reported a position in Escalade in Q3 2025 and held it in 1 quarter.
Cerity Partners's Escalade position peaked at $151K in Q3 2025.
79 funds tracked by Wall St. Rank held Escalade as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.