Wealthcare Advisory Partners’s Cerence CRNC Stock Holding History

Wealthcare Advisory Partners’s Portfolio CRNC Stock Details CRNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$193K	Sell	17,084 -425	-2%	-$4.16K	﹤0.01%	1041
2026 Q1	$110K	Buy	17,509 +192	+1%	+$1.73K	﹤0.01%	1049
2025 Q4	$185K	Sell	17,317 -201	-1%	-$2.21K	﹤0.01%	1026
2025 Q3	$218K	Buy	17,518 +5,275	+43%	+$54K	﹤0.01%	950
2025 Q2	$125K	Sell	12,243 -2,121	-15%	-$18.7K	﹤0.01%	947
2025 Q1	$113K	Buy	14,364 +944	+7%	+$11.6K	﹤0.01%	888
2024 Q4	$105K	Buy	+13,420	New	+$67.4K	﹤0.01%	877
2022 Q2	–	Sell	-5,695	Closed	-$206K	–	575
2022 Q1	$206K	Buy	5,695 +2,221	+64%	+$109K	0.01%	514
2021 Q4	$266K	Buy	3,474 +825	+31%	+$72.7K	0.02%	474
2021 Q3	$255K	Sell	2,649 -19	-0.7%	-$2.07K	0.02%	462
2021 Q2	$285K	Buy	2,668 +129	+5%	+$12.7K	0.02%	437
2021 Q1	$227K	Buy	2,539 +130	+5%	+$14.3K	0.02%	453
2020 Q4	$242K	Buy	+2,409	New	+$180K	0.02%	364
2020 Q2	–	Sell	-25	Closed	–	–	509
2020 Q1	$0	Hold	25	–	–	﹤0.01%	1494
2019 Q4	$1K	Buy	+25	New	+$410	﹤0.01%	1307

Other funds holding CRNC

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TMC

Themes Management Co Greenwich, Connecticut $151M AUM

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Wealthcare Advisory Partners's CRNC Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Cerence (CRNC) stake by 2.4% in Q2 2026, selling an estimated $4.16K and leaving 17,084 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Wealthcare Advisory Partners first reported a position in CRNC in Q4 2019 and has held it in 15 quarters since. The position peaked at $285K in Q2 2021. 22 funds tracked by Wall St. Rank hold CRNC as of Q2 2026.

Wealthcare Advisory Partners held 17,084 shares of Cerence worth $193K as of Q2 2026.
Wealthcare Advisory Partners sold 425 Cerence shares in Q2 2026, an estimated $4.16K.
Cerence made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1041 holding.
Wealthcare Advisory Partners first reported a position in Cerence in Q4 2019 and has held it in 15 quarters since.
Wealthcare Advisory Partners's Cerence position peaked at $285K in Q2 2021.
22 funds tracked by Wall St. Rank held Cerence as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.