Cerity Partners’s Smith & Wesson SWBI Stock Holding History

Cerity Partners’s Portfolio SWBI Stock Details SWBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$157K	Sell	10,420 -730	-7%	-$11K	﹤0.01%	3121
2026 Q1	$160K	Buy	+11,150	New	+$135K	﹤0.01%	2937
2018 Q1	–	Sell	-16,601	Closed	-$164K	–	578
2017 Q4	$164K	Hold	16,601	–	–	0.01%	542
2017 Q3	$195K	Buy	+16,601	New	+$234K	0.01%	546

Other funds holding SWBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cerity Partners's SWBI Position: Q2 2026 in Review

Cerity Partners reduced its Smith & Wesson (SWBI) stake by 6.5% in Q2 2026, selling an estimated $11K and leaving 10,420 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #3121.

Cerity Partners first reported a position in SWBI in Q3 2017 and has held it in 4 quarters since. The position peaked at $195K in Q3 2017. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

Cerity Partners held 10,420 shares of Smith & Wesson worth $157K as of Q2 2026.
Cerity Partners sold 730 Smith & Wesson shares in Q2 2026, an estimated $11K.
Smith & Wesson made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3121 holding.
Cerity Partners first reported a position in Smith & Wesson in Q3 2017 and has held it in 4 quarters since.
Cerity Partners's Smith & Wesson position peaked at $195K in Q3 2017.
200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

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