Cerity Partners’s GCM Grosvenor GCMG Stock Holding History

Cerity Partners’s Portfolio GCMG Stock Details GCMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$585K	Buy	47,529 +9,123	+24%	+$99.8K	﹤0.01%	2336
2026 Q1	$376K	Buy	38,406 +23,326	+155%	+$258K	﹤0.01%	2459
2025 Q4	$171K	Buy	+15,080	New	+$172K	﹤0.01%	2675

Other funds holding GCMG

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Cerity Partners's GCMG Position: Q2 2026 in Review

Cerity Partners increased its GCM Grosvenor (GCMG) stake by 24% in Q2 2026, buying an estimated $99.8K and bringing the position to 47,529 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #2336.

Cerity Partners first reported a position in GCMG in Q4 2025 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold GCMG as of Q2 2026.

Cerity Partners held 47,529 shares of GCM Grosvenor worth $585K as of Q2 2026.
Cerity Partners bought 9,123 GCM Grosvenor shares in Q2 2026, an estimated $99.8K.
GCM Grosvenor made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2336 holding.
Cerity Partners first reported a position in GCM Grosvenor in Q4 2025 and has held it in 3 quarters since.
148 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2026.

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