Cerity Partners
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Cerity Partners’s United States Oil Fund USO Stock Holding History

Cerity Partners’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$185K Sell
1,734
-375
-18% -$49.1K ﹤0.01% 3070
2026
Q1 		$268K Sell
2,109
-6,741
-76% -$597K ﹤0.01% 2689
2025
Q4 		$612K Buy
+8,850
New +$624K ﹤0.01% 1977
2024
Q1 		– Sell
-5,100
Closed -$340K – 2353
2023
Q4 		$340K Buy
+5,100
New +$370K ﹤0.01% 1448

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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Cerity Partners's USO Position: Q2 2026 in Review

Cerity Partners reduced its United States Oil Fund (USO) stake by 18% in Q2 2026, selling an estimated $49.1K and leaving 1,734 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #3070.

Cerity Partners first reported a position in USO in Q4 2023 and has held it in 4 quarters since. The position peaked at $612K in Q4 2025. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Cerity Partners held 1,734 shares of United States Oil Fund worth $185K as of Q2 2026.
  • Cerity Partners sold 375 United States Oil Fund shares in Q2 2026, an estimated $49.1K.
  • United States Oil Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3070 holding.
  • Cerity Partners first reported a position in United States Oil Fund in Q4 2023 and has held it in 4 quarters since.
  • Cerity Partners's United States Oil Fund position peaked at $612K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

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