Cerity Partners’s Stem STEM Stock Holding History

Cerity Partners’s Portfolio STEM Stock Details STEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,133	Closed	-$29K	–	2757
2025 Q1	$29K	Buy	+4,133	New	+$47.9K	﹤0.01%	2429
2024 Q4	–	Sell	-933	Closed	-$6.5K	–	2584
2024 Q3	$6.5K	Buy	933 +197	+27%	+$3.1K	﹤0.01%	2521
2024 Q2	$16.3K	Buy	+736	New	+$21.6K	﹤0.01%	2205

Other funds holding STEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cerity Partners's STEM Position: Q2 2025 in Review

Cerity Partners sold out of Stem (STEM) in Q2 2025, closing a stake of 4,133 shares — an estimated $29K sold.

Cerity Partners first reported a position in STEM in Q2 2024 and held it in 3 quarters. The position peaked at $29K in Q1 2025. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

Cerity Partners reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
Cerity Partners sold 4,133 Stem shares in Q2 2025, an estimated $29K.
Cerity Partners first reported a position in Stem in Q2 2024 and held it in 3 quarters.
Cerity Partners's Stem position peaked at $29K in Q1 2025.
81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.