Cerity Partners LLC Purchases in Q2 2025

Cerity Partners LLC

  • $55.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MTG
Mgic Investment Corp

Financial Services
160K
+ 204.58%
$22.43 - $28.1 $3.59M - $4.5M
239K $6.64M
KKR
Kkr & Co. Inc.

Financial Services
11K
+ 5.93%
$92.79 - $134.29 $1.02M - $1.47M
196K $26.1M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2.52K
+ 7.14%
$177.93 - $313.14 $448K - $788K
37.8K $11.8M
TXT
Textron Inc

Industrials
55.6K
+ 420.06%
$60.72 - $80.34 $3.38M - $4.47M
68.9K $5.53M
GLW
Corning Inc

Technology
17.3K
+ 3.28%
$39.07 - $52.59 $676K - $910K
546K $28.7M
VBR
Vanguard Small Cap Value ETF

ETFs
12.3K
+ 5.07%
$162.76 - $195.77 $1.99M - $2.4M
254K $49.5M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
7.54K
+ 80.74%
$328.01 - $475.68 $2.47M - $3.59M
16.9K $7.9M
NEM
Newmont Corp

Basic Materials
65.3K
+ 108.88%
$44.18 - $59.46 $2.89M - $3.89M
125K $7.3M
NTRA
Natera, Inc.

Healthcare
11.9K
+ 13.93%
$132.23 - $171.87 $1.58M - $2.05M
97.6K $16.5M
MKTX
Marketaxess Holdings Inc

Financial Services
19.2K
+ 217.57%
$203.19 - $231.09 $3.9M - $4.44M
28K $6.26M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
16.2K
+ 26.23%
$153.22 - $199.8 $2.48M - $3.23M
77.9K $14.6M
DELL
Dell Technologies Inc.

Technology
22.8K
+ 47.97%
$71.63 - $125.98 $1.64M - $2.88M
70.5K $8.64M
WDC
Western Digital Corp

Technology
31.2K
+ 32.11%
$30.54 - $63.99 $953K - $2M
128K $8.21M
IVE
Ishares S&P 500 Value ETF

ETFs
19.9K
+ 24.66%
$168.34 - $195.42 $3.34M - $3.88M
100K $19.6M
MCK
Mckesson Corp

Healthcare
1.17K
+ 2.06%
$652.83 - $732.78 $763K - $856K
57.8K $42.3M
DAL
Delta Air Lines, Inc.

Industrials
50K
+ 15.85%
$35.88 - $52.99 $1.8M - $2.65M
366K $18M
HCA
Hca Healthcare, Inc.

Healthcare
7.98K
+ 25.89%
$317.61 - $387.52 $2.54M - $3.09M
38.8K $14.9M
CRVL
Corvel Corp

Financial Services
47.9K
+ 59.4%
$102.11 - $118.66 $4.9M - $5.69M
129K $13.2M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
38.8K
New
$86.05 - $107.7 $3.34M - $4.17M
38.8K $4.17M
OSK
Oshkosh Corp

Industrials
25.4K
+ 38.55%
$79.17 - $113.62 $2.01M - $2.88M
91.1K $10.3M
TRV
Travelers Companies, Inc.

Financial Services
14.5K
+ 16.38%
$233.83 - $276.34 $3.39M - $4M
103K $27.5M
IJK
Ishares S&P Midcap 400 Growth

ETFs
71
+ 0.01%
$73.7 - $90.98 $5.23K - $6.46K
531K $48.3M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.54K
+ 0.97%
$53.65 - $67.02 $297K - $371K
575K $38.5M
WSM
Williams Sonoma Inc

Consumer Cyclical
23.3K
+ 51.57%
$137.62 - $174.44 $3.21M - $4.07M
68.5K $11.2M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
95.9K
+ 3.25%
$27.29 - $29.28 $2.62M - $2.81M
3.05M $89.2M
CW
Curtiss Wright Corp

Industrials
5.52K
+ 75.6%
$283.18 - $488.55 $1.56M - $2.7M
12.8K $6.26M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
42.7K
+ 5.39%
$75.05 - $77.34 $3.21M - $3.31M
836K $64.6M
NWSA
News Corp

Communication Services
124K
+ 150.11%
$23.97 - $29.72 $2.97M - $3.68M
207K $6.14M
ERIE
Erie Indemnity CO

Financial Services
11.8K
+ 407.7%
$340.45 - $423.93 $4M - $4.98M
14.6K $5.07M
VMC
Vulcan Materials CO

Basic Materials
12.4K
+ 52.94%
$226.49 - $276.01 $2.8M - $3.41M
35.7K $9.31M
FISV
Fiserv Inc

Technology
30.8K
+ 6.46%
N/A
507K $63.5M
LECO
Lincoln Electric Holdings Inc

Industrials
9.97K
+ 10.31%
$167.18 - $211.38 $1.67M - $2.11M
107K $22.1M
ROK
Rockwell Automation, Inc

Industrials
5.93K
+ 23.64%
$218.97 - $332.17 $1.3M - $1.97M
31K $10.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
37.6K
+ 2.68%
$77.94 - $79.5 $2.93M - $2.99M
1.44M $115M
CTVA
Corteva, Inc.

Basic Materials
12.9K
+ 5.33%
$55.52 - $74.53 $715K - $959K
254K $19M
STRL
Sterling Construction CO Inc

Industrials
12.9K
+ 195.74%
$104.96 - $231.51 $1.36M - $2.99M
19.5K $4.5M
VIG
Vanguard Dividend Appreciation

ETFs
20.4K
+ 3.23%
N/A
651K $119M
NBIX
Neurocrine Biosciences Inc

Healthcare
25.4K
+ 76.18%
$87.54 - $128.18 $2.22M - $3.26M
58.8K $7.39M
MMM
3 M CO

Industrials
1.93K
+ 0.31%
$126.09 - $154.15 $243K - $297K
631K $96.1M
FTI
Technip Fmc PLC

Energy
81K
+ 25.55%
$23.18 - $35.33 $1.88M - $2.86M
398K $13.7M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
69.1K
+ 100.6%
$67.83 - $92.33 $4.69M - $6.38M
138K $10M
KNTK
Kinetik Holdings Inc.

Energy
82.5K
New
$40.12 - $53.83 $3.31M - $4.44M
82.5K $3.64M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
39.7K
+ 1.61%
$82.21 - $83.12 $3.27M - $3.3M
2.51M $208M
INTC
Intel Corp

Technology
175K
+ 16.44%
$18.13 - $22.69 $3.18M - $3.97M
1.24M $27.8M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
27.9K
New
$101.93 - $128.63 $2.84M - $3.59M
27.9K $3.59M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
213K
+ 186.69%
$14.97 - $16.79 $3.19M - $3.57M
327K $5.47M
ITW
Illinois Tool Works Inc

Industrials
17.2K
+ 1.85%
$218.41 - $252.43 $3.75M - $4.34M
947K $234M
IDXX
Idexx Laboratories Inc

Healthcare
2.54K
+ 13.63%
$361.04 - $536.34 $917K - $1.36M
21.2K $11.4M
CYBR
Cyber Ark Software Ltd.

Technology
91
+ 0.18%
$305.98 - $406.88 $27.8K - $37K
50.5K $20.5M
Activity Summary
Buys All Purchases 1593 New Holdings 322 Increased Positions 1271 Sells All Sells 936 Reductions 936 Sold out 0 Options Calls 1 Puts 0
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