Bay Harbor Wealth Management’s Certara CERT Stock Holding History

Bay Harbor 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 Q1	–	Sell	-1	Closed	-$8	–	1305
2025 Q4	$8	Hold	1	–	–	﹤0.01%	1313
2025 Q3	$12	Buy	+1	New	+$11	﹤0.01%	1283

Other funds holding CERT

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

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

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

JFG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Bay Harbor Wealth Management's CERT Position: Q1 2026 in Review

Bay Harbor Wealth Management sold out of Certara (CERT) in Q1 2026, closing a stake of 1 share — an estimated $8 sold.

Bay Harbor Wealth Management first reported a position in CERT in Q3 2025 and held it in 2 quarters. The position peaked at $12 in Q3 2025. 256 funds tracked by Wall St. Rank hold CERT as of Q1 2026.

Bay Harbor Wealth Management reported no remaining Certara position as of Q1 2026 after selling out during the quarter.
Bay Harbor Wealth Management sold 1 Certara share in Q1 2026, an estimated $8.
Bay Harbor Wealth Management first reported a position in Certara in Q3 2025 and held it in 2 quarters.
Bay Harbor Wealth Management's Certara position peaked at $12 in Q3 2025.
256 funds tracked by Wall St. Rank held Certara as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.