Cerity Partners’s YD Bio Ltd YDES Stock Holding History

Cerity Partners’s Portfolio YDES Stock Details YDES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$797K	Buy	107,406 +75,000	+231%	+$247K	﹤0.01%	2165
2026 Q2	$72.9K	Hold	32,406	–	–	﹤0.01%	3259
2026 Q1	$250K	Hold	32,406	–	–	﹤0.01%	2739
2025 Q4	$395K	Hold	32,406	–	–	﹤0.01%	2246
2025 Q3	$631K	Buy	+32,406	New	+$563K	﹤0.01%	1839

Other funds holding YDES

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Cypress Capital Management (Wyoming) Sheridan, Wyoming $126M AUM 27.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cerity Partners's YDES Position: Q3 2026 in Review

Cerity Partners increased its YD Bio Ltd (YDES) stake by 231% in Q3 2026, buying an estimated $247K and bringing the position to 107,406 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Cerity Partners first reported a position in YDES in Q3 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold YDES as of Q3 2026.

Cerity Partners held 107,406 shares of YD Bio Ltd worth $797K as of Q3 2026.
Cerity Partners bought 75,000 YD Bio Ltd shares in Q3 2026, an estimated $247K.
YD Bio Ltd made up ﹤0.01% of Cerity Partners's portfolio in Q3 2026, its #2165 holding.
Cerity Partners first reported a position in YD Bio Ltd in Q3 2025 and has held it in 5 quarters since.
9 funds tracked by Wall St. Rank held YD Bio Ltd as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.