Cetera Investment Advisers
CERT icon

Cetera Investment Advisers’s Certara CERT Stock Holding History

Cetera Investment Advisers’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 		– Sell
-56,887
Closed -$324K – 5040
2026
Q1 		$324K Buy
56,887
+10,234
+22% +$78.1K ﹤0.01% 3918
2025
Q4 		$411K Sell
46,653
-9,991
-18% -$103K ﹤0.01% 3612
2025
Q3 		$692K Buy
+56,644
New +$620K ﹤0.01% 3110

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

Cetera Investment Advisers's CERT Position: Q2 2026 in Review

Cetera Investment Advisers sold out of Certara (CERT) in Q2 2026, closing a stake of 56,887 shares — an estimated $324K sold.

Cetera Investment Advisers first reported a position in CERT in Q3 2025 and held it in 3 quarters. The position peaked at $692K in Q3 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Cetera Investment Advisers reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 56,887 Certara shares in Q2 2026, an estimated $324K.
  • Cetera Investment Advisers first reported a position in Certara in Q3 2025 and held it in 3 quarters.
  • Cetera Investment Advisers's Certara position peaked at $692K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.