Cerity Partners
MORN icon

Cerity Partners’s Morningstar MORN Stock Holding History

Cerity Partners’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.48M Sell
14,688
-1,990
-12% -$370K ﹤0.01% 1362
2025
Q4 		$3.62M Buy
16,678
+9,524
+133% +$2.06M 0.01% 1073
2025
Q3 		$1.66M Buy
7,154
+2,884
+68% +$769K ﹤0.01% 1373
2025
Q2 		$1.34M Sell
4,270
-1,156
-21% -$342K ﹤0.01% 1394
2025
Q1 		$1.63M Buy
5,426
+798
+17% +$251K ﹤0.01% 1216
2024
Q4 		$1.48M Sell
4,628
-1,690
-27% -$577K ﹤0.01% 1244
2024
Q3 		$2.02M Buy
6,318
+915
+17% +$284K ﹤0.01% 1087
2024
Q2 		$1.6M Sell
5,403
-5,261
-49% -$1.56M ﹤0.01% 1017
2024
Q1 		$3.29M Buy
10,664
+7,635
+252% +$2.2M 0.01% 790
2023
Q4 		$867K Buy
+3,029
New +$789K ﹤0.01% 1040
2023
Q3 		– Sell
-4,476
Closed -$878K – 1599
2023
Q2 		$878K Buy
4,476
+1,467
+49% +$290K ﹤0.01% 967
2023
Q1 		$611K Sell
3,009
-46
-2% -$10.1K ﹤0.01% 1198
2022
Q4 		$662K Sell
3,055
-4,232
-58% -$965K ﹤0.01% 825
2022
Q3 		$1.55M Sell
7,287
-363
-5% -$86.3K 0.02% 421
2022
Q2 		$1.85M Buy
7,650
+1,382
+22% +$348K 0.02% 422
2022
Q1 		$1.71M Buy
6,268
+5,534
+754% +$1.56M 0.03% 353
2021
Q4 		$250K Buy
+734
New +$227K ﹤0.01% 850

Other funds holding MORN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return