Cerity Partners
PARA

Cerity Partners’s Paramount Global Class B PARA Stock Holding History

Cerity Partners’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,389
Closed -$147K – 2831
2025
Q2 		$147K Sell
11,389
-20
-0.2% -$234 ﹤0.01% 2425
2025
Q1 		$136K Sell
11,409
-102,496
-90% -$1.15M ﹤0.01% 2281
2024
Q4 		$1.21M Sell
113,905
-7,065
-6% -$75.9K ﹤0.01% 1330
2024
Q3 		$1.28M Sell
120,970
-83,160
-41% -$904K ﹤0.01% 1293
2024
Q2 		$2.12M Sell
204,130
-65,774
-24% -$770K 0.01% 886
2024
Q1 		$3.18M Buy
269,904
+175,140
+185% +$2.2M 0.01% 796
2023
Q4 		$1.4M Buy
+94,764
New +$1.27M ﹤0.01% 879
2023
Q3 		– Sell
-332,828
Closed -$5.29M – 1629
2023
Q2 		$5.29M Buy
332,828
+17,116
+5% +$309K 0.02% 484
2023
Q1 		$7.73M Buy
315,712
+121,724
+63% +$2.61M 0.02% 400
2022
Q4 		$3.28M Sell
193,988
-87,635
-31% -$1.61M 0.02% 439
2022
Q3 		$5.36M Buy
281,623
+2,472
+0.9% +$59.3K 0.06% 226
2022
Q2 		$6.89M Sell
279,151
-51,783
-16% -$1.58M 0.08% 212
2022
Q1 		$12.5M Buy
330,934
+326,016
+6,629% +$11.1M 0.19% 102
2021
Q4 		$6.7M Sell
4,918
-229,998
-98% -$7.93M 0.1% 167
2021
Q3 		$9.28M Buy
234,916
+32,505
+16% +$1.32M 0.2% 104
2021
Q2 		$9.15M Buy
202,411
+158,293
+359% +$6.54M 0.2% 103
2021
Q1 		$1.99M Sell
44,118
-2,064
-4% -$126K 0.05% 255
2020
Q4 		$1.72M Sell
46,182
-5,700
-11% -$183K 0.06% 235
2020
Q3 		$1.45M Buy
51,882
+2,067
+4% +$55.4K 0.06% 207
2020
Q2 		$1.16M Buy
49,815
+5,845
+13% +$113K 0.06% 187
2020
Q1 		$616K Sell
43,970
-26,084
-37% -$748K 0.04% 261
2019
Q4 		$2.94M Buy
70,054
+29,306
+72% +$1.14M 0.15% 118
2019
Q3 		$1.65M Sell
40,748
-13,898
-25% -$650K 0.1% 191
2019
Q2 		$2.73M Sell
54,646
-1,831
-3% -$90.6K 0.17% 125
2019
Q1 		$2.68M Buy
56,477
+41,176
+269% +$2.01M 0.18% 128
2018
Q4 		$669K Buy
15,301
+3,713
+32% +$197K 0.04% 279
2018
Q3 		$666K Sell
11,588
-747
-6% -$41.2K 0.05% 292
2018
Q2 		$693K Sell
12,335
-4,381
-26% -$229K 0.05% 283
2018
Q1 		$859K Sell
16,716
-10,086
-38% -$554K 0.07% 252
2017
Q4 		$1.58M Buy
26,802
+9,730
+57% +$560K 0.11% 183
2017
Q3 		$990K Sell
17,072
-17,406
-50% -$1.1M 0.07% 233
2017
Q2 		$2.2M Buy
+34,478
New +$2.21M 0.18% 106

Other funds holding PARA

HRC
Hoertkorn Richard Charles $122M AUM 31% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners's PARA Position: Q3 2025 in Review

Cerity Partners sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 11,389 shares — an estimated $147K sold.

Cerity Partners first reported a position in PARA in Q2 2017 and held it in 32 quarters. The position peaked at $12.5M in Q1 2022. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Cerity Partners reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Cerity Partners sold 11,389 Paramount Global Class B shares in Q3 2025, an estimated $147K.
  • Cerity Partners first reported a position in Paramount Global Class B in Q2 2017 and held it in 32 quarters.
  • Cerity Partners's Paramount Global Class B position peaked at $12.5M in Q1 2022.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.