Cerity Partners
USLM icon

Cerity Partners’s United States Lime & Minerals USLM Stock Holding History

Cerity Partners’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,597
Closed -$470K – 3569
2026
Q1 		$470K Sell
3,597
-687
-16% -$82.6K ﹤0.01% 2335
2025
Q4 		$513K Sell
4,284
-1,007
-19% -$125K ﹤0.01% 2090
2025
Q3 		$696K Buy
5,291
+2,636
+99% +$304K ﹤0.01% 1774
2025
Q2 		$265K Buy
2,655
+242
+10% +$23.6K ﹤0.01% 2220
2025
Q1 		$213K Buy
+2,413
New +$251K ﹤0.01% 2189

Other funds holding USLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Cerity Partners's USLM Position: Q2 2026 in Review

Cerity Partners sold out of United States Lime & Minerals (USLM) in Q2 2026, closing a stake of 3,597 shares — an estimated $470K sold.

Cerity Partners first reported a position in USLM in Q1 2025 and held it in 5 quarters. The position peaked at $696K in Q3 2025. 222 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Cerity Partners reported no remaining United States Lime & Minerals position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 3,597 United States Lime & Minerals shares in Q2 2026, an estimated $470K.
  • Cerity Partners first reported a position in United States Lime & Minerals in Q1 2025 and held it in 5 quarters.
  • Cerity Partners's United States Lime & Minerals position peaked at $696K in Q3 2025.
  • 222 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

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