CT
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Clearstead Trust’s Certara CERT Stock Holding History

Clearstead Trust’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 		$105 Sell
16
-263
-94% -$1.48K ﹤0.01% 968
2026
Q1 		$1.59K Buy
279
+188
+207% +$1.44K ﹤0.01% 904
2025
Q4 		$802 Sell
91
-19
-17% -$196 ﹤0.01% 958
2025
Q3 		$1.34K Sell
110
-51
-32% -$558 ﹤0.01% 1128
2025
Q2 		$1.88K Buy
+161
New +$1.91K ﹤0.01% 974

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

Clearstead Trust's CERT Position: Q2 2026 in Review

Clearstead Trust reduced its Certara (CERT) stake by 94% in Q2 2026, selling an estimated $1.48K and leaving 16 shares worth $105. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Clearstead Trust first reported a position in CERT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.88K in Q2 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Clearstead Trust held 16 shares of Certara worth $105 as of Q2 2026.
  • Clearstead Trust sold 263 Certara shares in Q2 2026, an estimated $1.48K.
  • Certara made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #968 holding.
  • Clearstead Trust first reported a position in Certara in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Trust's Certara position peaked at $1.88K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.