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Diversified Trust’s Cerus CERS Stock Holding History

Diversified Trust’s Portfolio CERS Stock Details CERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$226K Buy
+77,490
New +$188K ﹤0.01% 1012

Other funds holding CERS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM

Diversified Trust's CERS Position: Q2 2026 in Review

Diversified Trust opened a new position in Cerus (CERS) in Q2 2026: 77,490 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings.

18 funds tracked by Wall St. Rank hold CERS as of Q2 2026.

  • Diversified Trust held 77,490 shares of Cerus worth $226K as of Q2 2026.
  • Cerus was a new Diversified Trust position in Q2 2026.
  • Cerus made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1012 holding.
  • 18 funds tracked by Wall St. Rank held Cerus as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.