Cerity Partners
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Cerity Partners’s Q2 Holdings QTWO Stock Holding History

Cerity Partners’s Portfolio QTWO Stock Details QTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$326K Buy
3,479
+88
+3% +$8.24K ﹤0.01% 2109
2025
Q1 		$271K Buy
3,391
+1,170
+53% +$93.6K ﹤0.01% 2070
2024
Q4 		$216K Sell
2,221
-1,434
-39% -$140K ﹤0.01% 2200
2024
Q3 		$292K Buy
+3,655
New +$292K ﹤0.01% 2086