Cerity Partners

Cerity Partners’s Factset FDS Stock Holding History

Cerity Partners’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.12M	Sell	14,387 -12,011	-45%	-$2.8M	﹤0.01%	1237
2025 Q4	$7.66M	Buy	26,398 +20,551	+351%	+$5.77M	0.01%	757
2025 Q3	$1.68M	Buy	5,847 +600	+11%	+$229K	﹤0.01%	1368
2025 Q2	$2.35M	Buy	5,247 +707	+16%	+$310K	﹤0.01%	1142
2025 Q1	$2.06M	Sell	4,540 -342	-7%	-$156K	﹤0.01%	1114
2024 Q4	$2.27M	Sell	4,882 -242	-5%	-$115K	﹤0.01%	1050
2024 Q3	$2.36M	Buy	5,124 +3,183	+164%	+$1.35M	0.01%	1024
2024 Q2	$792K	Sell	1,941 -1,917	-50%	-$815K	﹤0.01%	1331
2024 Q1	$1.75M	Buy	3,858 +3,055	+380%	+$1.42M	﹤0.01%	1035
2023 Q4	$382K	Buy	+803	New	+$361K	﹤0.01%	1396
2023 Q2	–	Sell	-725	Closed	-$301K	–	1750
2023 Q1	$301K	Sell	725 -63	-8%	-$26.2K	﹤0.01%	1528
2022 Q4	$316K	Buy	+788	New	+$336K	﹤0.01%	1126
2021 Q1	–	Sell	-974	Closed	-$324K	–	716
2020 Q4	$324K	Buy	+974	New	+$322K	0.01%	499

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Loomis, Sayles & Company

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Ninety One (UK)

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Geode Capital Management

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Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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