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 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 $6.78B AUM 29.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Cerity Partners's GCMG Position: Q1 2026 in Review

Cerity Partners increased its GCM Grosvenor (GCMG) stake by 155% in Q1 2026, buying an estimated $258K and bringing the position to 38,406 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

Cerity Partners first reported a position in GCMG in Q4 2025 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold GCMG as of Q1 2026.

Cerity Partners held 38,406 shares of GCM Grosvenor worth $376K as of Q1 2026.
Cerity Partners bought 23,326 GCM Grosvenor shares in Q1 2026, an estimated $258K.
GCM Grosvenor made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2459 holding.
Cerity Partners first reported a position in GCM Grosvenor in Q4 2025 and has held it in 2 quarters since.
147 funds tracked by Wall St. Rank held GCM Grosvenor as of Q1 2026.

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