Corient Private Wealth
CERT icon

Corient Private Wealth’s Certara CERT Stock Holding History

Corient Private Wealth’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 		$487K Buy
74,316
+46,462
+167% +$262K ﹤0.01% 2243
2026
Q1 		$157K Buy
27,854
+16,459
+144% +$126K ﹤0.01% 2612
2025
Q4 		$100K Buy
+11,395
New +$117K ﹤0.01% 2548
2025
Q3 		– Sell
-12,299
Closed -$144K – 2575
2025
Q2 		$144K Buy
12,299
+1,232
+11% +$14.6K ﹤0.01% 2284
2025
Q1 		$110K Buy
+11,067
New +$134K ﹤0.01% 2159

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

Corient Private Wealth's CERT Position: Q2 2026 in Review

Corient Private Wealth increased its Certara (CERT) stake by 167% in Q2 2026, buying an estimated $262K and bringing the position to 74,316 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #2243.

Corient Private Wealth first reported a position in CERT in Q1 2025 and has held it in 5 quarters since. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Corient Private Wealth held 74,316 shares of Certara worth $487K as of Q2 2026.
  • Corient Private Wealth bought 46,462 Certara shares in Q2 2026, an estimated $262K.
  • Certara made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2243 holding.
  • Corient Private Wealth first reported a position in Certara in Q1 2025 and has held it in 5 quarters since.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.