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Williams & Novak’s Cerus CERS Stock Holding History

Williams & Novak’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 		$36.6K Buy
12,550
+145
+1% +$352 0.02% 142
2026
Q1 		$23.2K Sell
12,405
-1,890
-13% -$4.12K 0.02% 140
2025
Q4 		$29.4K Sell
14,295
-420
-3% -$728 0.02% 137
2025
Q3 		$23.4K Buy
14,715
+1,600
+12% +$2.16K 0.02% 138
2025
Q2 		$18.5K Buy
13,115
+185
+1% +$247 0.02% 132
2025
Q1 		$17.8K Buy
+12,930
New +$21.6K 0.02% 125

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
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
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

Williams & Novak's CERS Position: Q2 2026 in Review

Williams & Novak increased its Cerus (CERS) stake by 1.2% in Q2 2026, buying an estimated $352 and bringing the position to 12,550 shares worth $36.6K. The position accounts for 0.02% of the portfolio, ranked #142.

Williams & Novak first reported a position in CERS in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold CERS as of Q2 2026.

  • Williams & Novak held 12,550 shares of Cerus worth $36.6K as of Q2 2026.
  • Williams & Novak bought 145 Cerus shares in Q2 2026, an estimated $352.
  • Cerus made up 0.02% of Williams & Novak's portfolio in Q2 2026, its #142 holding.
  • Williams & Novak first reported a position in Cerus in Q1 2025 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held Cerus as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.