Cerity Partners’s Streamline Health Solutions STRM Stock Holding History

Cerity Partners’s Portfolio STRM Stock Details STRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-19,333	Closed	-$100K	–	2863
2025 Q2	$100K	Hold	19,333	–	–	﹤0.01%	2478
2025 Q1	$54.1K	Hold	19,333	–	–	﹤0.01%	2394
2024 Q4	$72.7K	Hold	19,333	–	–	﹤0.01%	2361
2024 Q3	$66.7K	Hold	19,333	–	–	﹤0.01%	2466
2024 Q2	$134K	Sell	19,333 -667	-3%	-$3.96K	﹤0.01%	2082
2024 Q1	$144K	Hold	20,000	–	–	﹤0.01%	2164
2023 Q4	$128K	Buy	+20,000	New	+$127K	﹤0.01%	1766
2023 Q3	–	Sell	-1,066	Closed	-$20.3K	–	1687
2023 Q2	$20.3K	Buy	+1,066	New	+$25.7K	﹤0.01%	1600

Other funds holding STRM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners's STRM Position: Q3 2025 in Review

Cerity Partners sold out of Streamline Health Solutions (STRM) in Q3 2025, closing a stake of 19,333 shares — an estimated $100K sold.

Cerity Partners first reported a position in STRM in Q2 2023 and held it in 8 quarters. The position peaked at $144K in Q1 2024. 1 fund tracked by Wall St. Rank holds STRM as of Q3 2025.

Cerity Partners reported no remaining Streamline Health Solutions position as of Q3 2025 after selling out during the quarter.
Cerity Partners sold 19,333 Streamline Health Solutions shares in Q3 2025, an estimated $100K.
Cerity Partners first reported a position in Streamline Health Solutions in Q2 2023 and held it in 8 quarters.
Cerity Partners's Streamline Health Solutions position peaked at $144K in Q1 2024.
1 fund tracked by Wall St. Rank held Streamline Health Solutions as of Q3 2025.

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