Activest Wealth Management’s Certara CERT Stock Holding History

Activest Wealth Management’s Portfolio CERT Stock Details CERT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$177	Sell	27 -114	-81%	-$643	﹤0.01%	1180
2026 Q1	$803	Buy	+141	New	+$1.08K	﹤0.01%	1042
2025 Q4	–	Sell	-1	Closed	-$11	–	1158
2025 Q3	$11	Hold	1	–	–	﹤0.01%	1128
2025 Q2	$11	Sell	1 -1	-50%	-$12	﹤0.01%	1018
2025 Q1	$20	Sell	2 -131	-98%	-$1.59K	﹤0.01%	1016
2024 Q4	$1.42K	Buy	133 +2	+2%	+$22	﹤0.01%	446
2024 Q3	$1.53K	Hold	131	–	–	﹤0.01%	444
2024 Q2	$1.81K	Hold	131	–	–	﹤0.01%	406
2024 Q1	$2.34K	Buy	+131	New	+$2.26K	﹤0.01%	299
2023 Q4	–	Sell	-131	Closed	-$1.91K	–	340
2023 Q3	$1.91K	Hold	131	–	–	﹤0.01%	273
2023 Q2	$4.73K	Hold	131	–	–	﹤0.01%	236
2023 Q1	$3.12K	Hold	131	–	–	﹤0.01%	234
2022 Q4	$2.1K	Hold	131	–	–	﹤0.01%	401
2022 Q3	$2K	Hold	131	–	–	﹤0.01%	391
2022 Q2	$3K	Hold	131	–	–	﹤0.01%	292
2022 Q1	$3K	Hold	131	–	–	﹤0.01%	278
2021 Q4	$4K	Buy	+131	New	+$4.41K	﹤0.01%	268

Other funds holding CERT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

HIM

Haveli Investment Management Austin, Texas $180M AUM

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Activest Wealth Management's CERT Position: Q2 2026 in Review

Activest Wealth Management reduced its Certara (CERT) stake by 81% in Q2 2026, selling an estimated $643 and leaving 27 shares worth $177. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Activest Wealth Management first reported a position in CERT in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.73K in Q2 2023. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

Activest Wealth Management held 27 shares of Certara worth $177 as of Q2 2026.
Activest Wealth Management sold 114 Certara shares in Q2 2026, an estimated $643.
Certara made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1180 holding.
Activest Wealth Management first reported a position in Certara in Q4 2021 and has held it in 17 quarters since.
Activest Wealth Management's Certara position peaked at $4.73K in Q2 2023.
241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.