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CBIZ Investment Advisory Services’s Certara CERT Stock Holding History

CBIZ Investment Advisory Services’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
-195
Closed -$1.72K – 464
2025
Q4 		$1.72K Buy
+195
New +$2.01K ﹤0.01% 665

Other funds holding CERT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DM
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CBIZ Investment Advisory Services's CERT Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Certara (CERT) in Q1 2026, closing a stake of 195 shares — an estimated $1.72K sold.

CBIZ Investment Advisory Services first reported a position in CERT in Q4 2025 and held it in 1 quarter. The position peaked at $1.72K in Q4 2025. 256 funds tracked by Wall St. Rank hold CERT as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Certara position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 195 Certara shares in Q1 2026, an estimated $1.72K.
  • CBIZ Investment Advisory Services first reported a position in Certara in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Certara position peaked at $1.72K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Certara as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.