Cerity Partners LLC Purchases in Q2 2025

Cerity Partners LLC

  • $55.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FTNT
Fortinet, Inc.

Technology
1.95K
+ 0.56%
$84.71 - $108.69 $165K - $212K
350K $37M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
389K
New
$7.6 - $8.89 $2.95M - $3.46M
389K $3.46M
VST
Vistra Corp.

Utilities
8.38K
+ 35.21%
$98.07 - $195.04 $822K - $1.63M
32.2K $6.24M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
7.13K
+ 2.45%
$108.87 - $133.04 $776K - $949K
299K $39.7M
MELI
Mercadolibre Inc

Consumer Cyclical
214
+ 4.94%
$1794.73 - $2613.63 $384K - $559K
4.55K $11.9M
RHI
Robert Half International Inc.

Industrials
96.3K
+ 240.3%
$40.31 - $54.71 $3.88M - $5.27M
136K $5.6M
AZN
Astrazeneca PLC

Healthcare
72.6K
+ 15.67%
$64.87 - $75.0 $4.71M - $5.45M
536K $37.4M
COIN
Coinbase Global, Inc.

Technology
1.4K
+ 8.61%
$151.47 - $375.07 $212K - $526K
17.7K $6.2M
INGR
Ingredion Inc

Consumer Defensive
25K
+ 238.1%
$123.22 - $140.95 $3.08M - $3.52M
35.5K $4.81M
SHOP
Shopify Inc.

Technology
12.5K
+ 12.77%
$76.89 - $115.35 $962K - $1.44M
110K $12.7M
XRAY
Dentsply Sirona Inc.

Healthcare
202K
+ 110.94%
$12.55 - $16.75 $2.54M - $3.39M
384K $6.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
34.3K
+ 3.09%
$19.1 - $23.83 $655K - $817K
1.14M $27.2M
ZS
Zscaler, Inc.

Technology
2.23K
+ 9.73%
$174.67 - $315.32 $390K - $703K
25.2K $7.9M
CF
Cf Industries Holdings, Inc.

Basic Materials
33.2K
+ 193.06%
$68.47 - $102.48 $2.27M - $3.4M
50.4K $4.64M
HLI
Houlihan Lokey, Inc.

Financial Services
17.9K
+ 640.74%
$141.59 - $182.75 $2.54M - $3.28M
20.7K $3.73M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
17.2K
+ 24.41%
$108.06 - $135.3 $1.85M - $2.32M
87.5K $11.8M
ATR
Aptargroup, Inc.

Healthcare
19.8K
+ 97.35%
$133.66 - $158.53 $2.65M - $3.14M
40.1K $6.28M
XLF
Financial Sector Spdr

ETFs
47K
+ 15.55%
$43.92 - $52.37 $2.06M - $2.46M
349K $18.3M
MTZ
Mastec Inc

Industrials
9.33K
+ 31.01%
$106.07 - $171.99 $990K - $1.6M
39.4K $6.72M
INCY
Incyte Corp

Healthcare
31.6K
+ 23.78%
$55.17 - $71.22 $1.74M - $2.25M
164K $11.2M
NDAQ
Nasdaq, Inc.

Financial Services
17.9K
+ 15.75%
$66.4 - $89.42 $1.19M - $1.6M
132K $11.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
177K
+ 2.34%
$26.18 - $26.93 $4.64M - $4.78M
7.77M $207M
AAON
Aaon, Inc.

Industrials
42.5K
New
$71.78 - $106.87 $3.05M - $4.55M
42.5K $3.14M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
80.6K
+ 95.01%
$54.08 - $68.32 $4.36M - $5.51M
165K $9.09M
WEN
Wendy'S CO

Consumer Cyclical
318K
+ 191.95%
$11.11 - $14.72 $3.53M - $4.68M
483K $5.52M
DFIS
Dimensional ETF Tr Dimensional

ETFs
38.1K
+ 7.79%
$23.2 - $29.84 $883K - $1.14M
527K $15.7M
POWL
Powell Industries Inc

Industrials
4.92K
+ 9.86%
$159.38 - $211.34 $784K - $1.04M
54.8K $11.5M
CL
Colgate Palmolive CO

Consumer Defensive
51.6K
+ 8.61%
$87.57 - $96.0 $4.52M - $4.96M
651K $59.2M
NET
Cloudflare, Inc.

Technology
6.36K
+ 30.06%
$97.08 - $195.83 $618K - $1.25M
27.5K $5.39M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
18.7K
+ 59.13%
$225.56 - $335.19 $4.21M - $6.25M
50.2K $11.9M
AME
Ametek Inc

Industrials
12.5K
+ 15.17%
$151.41 - $182.75 $1.89M - $2.28M
94.7K $17.1M
EFG
Msci Eafe Growth ETF

ETFs
18K
+ 23.69%
$89.8 - $112.0 $1.61M - $2.01M
93.7K $10.5M
EEMA
Ishares Msci Emerging Markets

ETFs
35.3K
New
$64.59 - $83.0 $2.28M - $2.93M
35.3K $2.91M
TROW
Price T Rowe Group Inc

Financial Services
23.9K
+ 18.74%
$80.27 - $98.06 $1.92M - $2.35M
152K $14.6M
ITT
Itt Inc.

Industrials
7.66K
+ 12.74%
$112.67 - $157.95 $863K - $1.21M
67.8K $10.6M
TER
Teradyne, Inc

Technology
4.6K
+ 1.39%
$67.96 - $91.05 $313K - $419K
336K $30.2M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
50.4K
+ 27.54%
$28.98 - $37.18 $1.46M - $1.87M
233K $8.67M
STX
Seagate Technology Holdings PLC

Technology
7.52K
+ 25.77%
$66.54 - $144.33 $500K - $1.08M
36.7K $5.29M
NEE
Nextera Energy Inc

Utilities
68K
+ 5.24%
$64.11 - $75.0 $4.36M - $5.1M
1.37M $94.9M
SKOR
Flexshares Tr Credit Scored Us

ETFs
38.7K
+ 1.93%
$47.3 - $48.78 $1.83M - $1.89M
2.05M $99.9M
PEGA
Pegasystems Inc

Technology
59.6K
+ 208.72%
$49.95 - $103.29 $2.98M - $6.16M
88.2K $4.77M
AXON
Axon Enterprise, Inc.

Industrials
1.85K
+ 44.8%
$497.13 - $827.94 $920K - $1.53M
5.98K $4.95M
KMX
Carmax Inc

Consumer Cyclical
49.3K
+ 96.73%
$62.27 - $82.77 $3.07M - $4.08M
100K $6.74M
GTO
Invesco Actively Managed ETF T

ETFs
58.8K
New
$45.73 - $47.2 $2.69M - $2.77M
58.8K $2.76M
ED
Consolidated Edison Inc

Utilities
36.3K
+ 41.82%
$98.05 - $113.3 $3.56M - $4.11M
123K $12.4M
WING
Wingstop Inc.

Consumer Cyclical
5.18K
+ 57.94%
$210.24 - $381.46 $1.09M - $1.98M
14.1K $4.76M
CGNX
Cognex Corp

Technology
83K
+ 148.66%
$23.27 - $32.07 $1.93M - $2.66M
139K $4.4M
PODD
Insulet Corp

Healthcare
7.03K
+ 68.71%
$238.57 - $327.47 $1.68M - $2.3M
17.3K $5.42M
USB
Us Bancorp \De\

Financial Services
11.3K
+ 1.55%
$36.4 - $45.76 $412K - $518K
740K $33.5M
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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