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Chicago Partners Investment Group’s Certara CERT Stock Holding History

Chicago Partners Investment Group’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 		$139K Buy
19,530
+5,929
+44% +$33.4K ﹤0.01% 1458
2026
Q1 		$86.8K Buy
+13,601
New +$104K ﹤0.01% 1396

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

Chicago Partners Investment Group's CERT Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Certara (CERT) stake by 44% in Q2 2026, buying an estimated $33.4K and bringing the position to 19,530 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Chicago Partners Investment Group first reported a position in CERT in Q1 2026 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Chicago Partners Investment Group held 19,530 shares of Certara worth $139K as of Q2 2026.
  • Chicago Partners Investment Group bought 5,929 Certara shares in Q2 2026, an estimated $33.4K.
  • Certara made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1458 holding.
  • Chicago Partners Investment Group first reported a position in Certara in Q1 2026 and has held it in 2 quarters since.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.