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Allworth Financial’s Certara CERT Stock Holding History

Allworth Financial’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 		$20.9K Buy
3,184
+2,544
+398% +$14.3K ﹤0.01% 3163
2026
Q1 		$3.65K Buy
640
+398
+164% +$3.04K ﹤0.01% 4128
2025
Q4 		$2.13K Sell
242
-148
-38% -$1.52K ﹤0.01% 4098
2025
Q3 		$4.77K Buy
390
+335
+609% +$3.66K ﹤0.01% 3581
2025
Q2 		$644 Sell
55
-25
-31% -$296 ﹤0.01% 4072
2025
Q1 		$1.15K Sell
80
-40
-33% -$486 ﹤0.01% 3418
2024
Q4 		$1.56K Buy
120
+85
+243% +$923 ﹤0.01% 3239
2024
Q3 		$410 Buy
35
+11
+46% +$145 ﹤0.01% 3465
2024
Q2 		$386 Buy
24
+15
+167% +$246 ﹤0.01% 3439
2024
Q1 		$161 Hold
9
– – ﹤0.01% 3467
2023
Q4 		$159 Sell
9
-21
-70% -$308 ﹤0.01% 3309
2023
Q3 		$437 Buy
30
+19
+173% +$319 ﹤0.01% 3073
2023
Q2 		$201 Hold
11
– – ﹤0.01% 3095
2023
Q1 		$266 Hold
11
– – ﹤0.01% 2953
2022
Q4 		$177 Buy
+11
New +$160 ﹤0.01% 2811

Other funds holding CERT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DM
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's CERT Position: Q2 2026 in Review

Allworth Financial increased its Certara (CERT) stake by 398% in Q2 2026, buying an estimated $14.3K and bringing the position to 3,184 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3163.

Allworth Financial first reported a position in CERT in Q4 2022 and has held it in 15 quarters since. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Allworth Financial held 3,184 shares of Certara worth $20.9K as of Q2 2026.
  • Allworth Financial bought 2,544 Certara shares in Q2 2026, an estimated $14.3K.
  • Certara made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3163 holding.
  • Allworth Financial first reported a position in Certara in Q4 2022 and has held it in 15 quarters since.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.