Cerity Partners
SR icon

Cerity Partners’s Spire SR Stock Holding History

Cerity Partners’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.01M Sell
33,266
-499
-1% -$43.8K ﹤0.01% 1255
2025
Q4 		$2.79M Buy
33,765
+1,703
+5% +$145K ﹤0.01% 1224
2025
Q3 		$2.61M Buy
32,062
+3,020
+10% +$230K ﹤0.01% 1163
2025
Q2 		$2.12M Buy
29,042
+992
+4% +$74.3K ﹤0.01% 1189
2025
Q1 		$2.19M Buy
28,050
+1,726
+7% +$126K ﹤0.01% 1080
2024
Q4 		$1.78M Sell
26,324
-8
-0% -$536 ﹤0.01% 1157
2024
Q3 		$1.77M Sell
26,332
-661
-2% -$42.9K ﹤0.01% 1148
2024
Q2 		$1.64M Sell
26,993
-527
-2% -$31.8K ﹤0.01% 1003
2024
Q1 		$1.69M Buy
+27,520
New +$1.65M ﹤0.01% 1054

Other funds holding SR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return