Crestwood Advisors Group’s Certara CERT Stock Holding History

Crestwood Advisors 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	–	Sell	-12,257	Closed	-$69.9K	–	887
2026 Q1	$69.9K	Buy	+12,257	New	+$93.5K	﹤0.01%	761

Other funds holding CERT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crestwood Advisors Group's CERT Position: Q2 2026 in Review

Crestwood Advisors Group sold out of Certara (CERT) in Q2 2026, closing a stake of 12,257 shares — an estimated $69.9K sold.

Crestwood Advisors Group first reported a position in CERT in Q1 2026 and held it in 1 quarter. The position peaked at $69.9K in Q1 2026. 242 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

Crestwood Advisors Group reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
Crestwood Advisors Group sold 12,257 Certara shares in Q2 2026, an estimated $69.9K.
Crestwood Advisors Group first reported a position in Certara in Q1 2026 and held it in 1 quarter.
Crestwood Advisors Group's Certara position peaked at $69.9K in Q1 2026.
242 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.