EIP
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Essential Investment Partners’s Cerus CERS Stock Holding History

Essential Investment Partners’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 		$7.3K Hold
2,500
– – 0.01% 220
2026
Q1 		$4.55K Hold
2,500
– – ﹤0.01% 226
2025
Q4 		$5.15K Buy
+2,500
New +$4.33K ﹤0.01% 211

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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

Essential Investment Partners's CERS Position: Q2 2026 in Review

Essential Investment Partners held its Cerus (CERS) position steady in Q2 2026 at 2,500 shares worth $7.3K. The position accounts for 0.01% of the portfolio, ranked #220.

Essential Investment Partners first reported a position in CERS in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold CERS as of Q2 2026.

  • Essential Investment Partners held 2,500 shares of Cerus worth $7.3K as of Q2 2026.
  • Essential Investment Partners left its Cerus share count unchanged in Q2 2026.
  • Cerus made up 0.01% of Essential Investment Partners's portfolio in Q2 2026, its #220 holding.
  • Essential Investment Partners first reported a position in Cerus in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Cerus as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.