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Cherry Tree Wealth Management’s Certara CERT Stock Holding History

Cherry Tree 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
2025
Q4 		– Sell
-100
Closed -$1.22K – 598
2025
Q3 		$1.22K Hold
100
– – ﹤0.01% 533
2025
Q2 		$1.17K Hold
100
– – ﹤0.01% 549
2025
Q1 		$990 Hold
100
– – ﹤0.01% 679
2024
Q4 		$1.06K Hold
100
– – ﹤0.01% 571
2024
Q3 		$1.17K Hold
100
– – ﹤0.01% 558
2024
Q2 		$1.39K Hold
100
– – ﹤0.01% 533
2024
Q1 		$1.79K Hold
100
– – ﹤0.01% 516
2023
Q4 		$1.76K Hold
100
– – ﹤0.01% 514
2023
Q3 		$1.45K Hold
100
– – ﹤0.01% 505
2023
Q2 		$1.82K Buy
+100
New +$2.11K ﹤0.01% 500

Other funds holding CERT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cherry Tree Wealth Management's CERT Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Certara (CERT) in Q4 2025, closing a stake of 100 shares — an estimated $1.22K sold.

Cherry Tree Wealth Management first reported a position in CERT in Q2 2023 and held it in 10 quarters. The position peaked at $1.82K in Q2 2023. 256 funds tracked by Wall St. Rank hold CERT as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Certara position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 100 Certara shares in Q4 2025, an estimated $1.22K.
  • Cherry Tree Wealth Management first reported a position in Certara in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's Certara position peaked at $1.82K in Q2 2023.
  • 256 funds tracked by Wall St. Rank held Certara as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.