Cerity Partners’s SolarWinds Corporation Common Stock SWI Stock Holding History

Cerity Partners’s Portfolio SWI Stock Details SWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17,380	Closed	-$320K	–	2791
2025 Q1	$320K	Buy	17,380 +4,735	+37%	+$79.4K	﹤0.01%	1992
2024 Q4	$179K	Sell	12,645 -303	-2%	-$4.08K	﹤0.01%	2254
2024 Q3	$169K	Buy	+12,948	New	+$159K	﹤0.01%	2357

Other funds holding SWI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Cerity Partners's SWI Position: Q2 2025 in Review

Cerity Partners sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 17,380 shares — an estimated $320K sold.

Cerity Partners first reported a position in SWI in Q3 2024 and held it in 3 quarters. The position peaked at $320K in Q1 2025. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

Cerity Partners reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
Cerity Partners sold 17,380 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $320K.
Cerity Partners first reported a position in SolarWinds Corporation Common Stock in Q3 2024 and held it in 3 quarters.
Cerity Partners's SolarWinds Corporation Common Stock position peaked at $320K in Q1 2025.
1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

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