Cerity Partners
MSCI icon

Cerity Partners’s MSCI MSCI Stock Holding History

Cerity Partners’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16M Buy
29,671
+5,986
+25% +$3.38M 0.02% 514
2025
Q4 		$13.6M Sell
23,685
-3,757
-14% -$2.11M 0.02% 526
2025
Q3 		$15.6M Buy
27,442
+7,727
+39% +$4.37M 0.03% 439
2025
Q2 		$11.4M Sell
19,715
-8,142
-29% -$4.51M 0.02% 493
2025
Q1 		$15.8M Buy
27,857
+8,412
+43% +$4.89M 0.03% 389
2024
Q4 		$11.5M Buy
19,445
+2,116
+12% +$1.27M 0.03% 442
2024
Q3 		$10.1M Buy
17,329
+4,133
+31% +$2.24M 0.02% 485
2024
Q2 		$6.36M Sell
13,196
-111
-0.8% -$55.1K 0.02% 540
2024
Q1 		$7.46M Buy
13,307
+5,628
+73% +$3.16M 0.02% 536
2023
Q4 		$4.34M Buy
7,679
+761
+11% +$393K 0.01% 572
2023
Q3 		$3.55M Sell
6,918
-948
-12% -$498K 0.02% 479
2023
Q2 		$3.69M Sell
7,866
-76
-1% -$37.1K 0.01% 572
2023
Q1 		$5.84M Sell
7,942
-61
-0.8% -$32.3K 0.01% 459
2022
Q4 		$3.72M Buy
+8,003
New +$3.72M 0.02% 411
2022
Q3 		– Sell
-1,115
Closed -$459K – 1228
2022
Q2 		$459K Buy
1,115
+161
+17% +$70.1K 0.01% 768
2022
Q1 		$481K Sell
954
-6
-0.6% -$3.11K 0.01% 601
2021
Q4 		$590K Buy
+960
New +$602K 0.01% 548

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