Cerity Partners
III icon

Cerity Partners’s Information Services Group III Stock Holding History

Cerity Partners’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.1M Sell
4,647,020
-4,479
-0.1% -$18.7K 0.02% 501
2026
Q1 		$17.9M Buy
4,651,499
+120,702
+3% +$594K 0.03% 479
2025
Q4 		$26.2M Sell
4,530,797
-492,957
-10% -$2.77M 0.04% 358
2025
Q3 		$28.9M Buy
5,023,754
+221
+0% +$1.1K 0.05% 308
2025
Q2 		$24.1M Buy
5,023,533
+690,957
+16% +$2.98M 0.04% 328
2025
Q1 		$16.9M Buy
4,332,576
+3,087
+0.1% +$10.1K 0.03% 372
2024
Q4 		$14.5M Buy
4,329,489
+411
+0% +$1.37K 0.03% 391
2024
Q3 		$14.5M Buy
4,329,078
+9,240
+0.2% +$30.3K 0.03% 389
2024
Q2 		$12.9M Buy
4,319,838
+617
+0% +$2.07K 0.03% 362
2024
Q1 		$17.4M Buy
4,319,221
+2,023
+0% +$8.77K 0.05% 321
2023
Q4 		$20.3M Buy
4,317,198
+29
+0% +$127 0.07% 241
2023
Q3 		$18.9M Sell
4,317,169
-453,688
-10% -$2.27M 0.09% 199
2023
Q2 		$25.6M Sell
4,770,857
-60,000
-1% -$311K 0.1% 194
2023
Q1 		$24.6M Buy
+4,830,857
New +$24.8M 0.06% 214

Other funds holding III

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's III Position: Q2 2026 in Review

Cerity Partners reduced its Information Services Group (III) stake by 0.1% in Q2 2026, selling an estimated $18.7K and leaving 4,647,020 shares worth $19.1M. The position accounts for 0.02% of the portfolio, ranked #501.

Cerity Partners first reported a position in III in Q1 2023 and has held it in 14 quarters since. The position peaked at $28.9M in Q3 2025. 128 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Cerity Partners held 4,647,020 shares of Information Services Group worth $19.1M as of Q2 2026.
  • Cerity Partners sold 4,479 Information Services Group shares in Q2 2026, an estimated $18.7K.
  • Information Services Group made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #501 holding.
  • Cerity Partners first reported a position in Information Services Group in Q1 2023 and has held it in 14 quarters since.
  • Cerity Partners's Information Services Group position peaked at $28.9M in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

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