Cerity Partners
PLUS icon

Cerity Partners’s ePlus PLUS Stock Holding History

Cerity Partners’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$397K Sell
4,766
-2,250
-32% -$187K ﹤0.01% 2583
2026
Q1 		$528K Sell
7,016
-627
-8% -$51.4K ﹤0.01% 2258
2025
Q4 		$670K Sell
7,643
-2,692
-26% -$222K ﹤0.01% 1924
2025
Q3 		$734K Buy
10,335
+1,607
+18% +$113K ﹤0.01% 1754
2025
Q2 		$629K Buy
+8,728
New +$574K ﹤0.01% 1752
2024
Q2 		– Sell
-95,872
Closed -$7.53M – 2367
2024
Q1 		$7.53M Buy
+95,872
New +$7.46M 0.02% 531

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Cerity Partners's PLUS Position: Q2 2026 in Review

Cerity Partners reduced its ePlus (PLUS) stake by 32% in Q2 2026, selling an estimated $187K and leaving 4,766 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #2583.

Cerity Partners first reported a position in PLUS in Q1 2024 and has held it in 6 quarters since. The position peaked at $7.53M in Q1 2024. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Cerity Partners held 4,766 shares of ePlus worth $397K as of Q2 2026.
  • Cerity Partners sold 2,250 ePlus shares in Q2 2026, an estimated $187K.
  • ePlus made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2583 holding.
  • Cerity Partners first reported a position in ePlus in Q1 2024 and has held it in 6 quarters since.
  • Cerity Partners's ePlus position peaked at $7.53M in Q1 2024.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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