Curated Wealth Partners’s Certara CERT Stock Holding History

Curated Wealth Partners’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 Q1	–	Sell	-10,129	Closed	-$89.2K	–	236
2025 Q4	$89.2K	Buy	+10,129	New	+$104K	0.01%	207

Other funds holding CERT

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

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

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Curated Wealth Partners's CERT Position: Q1 2026 in Review

Curated Wealth Partners sold out of Certara (CERT) in Q1 2026, closing a stake of 10,129 shares — an estimated $89.2K sold.

Curated Wealth Partners first reported a position in CERT in Q4 2025 and held it in 1 quarter. The position peaked at $89.2K in Q4 2025. 257 funds tracked by Wall St. Rank hold CERT as of Q1 2026.

Curated Wealth Partners reported no remaining Certara position as of Q1 2026 after selling out during the quarter.
Curated Wealth Partners sold 10,129 Certara shares in Q1 2026, an estimated $89.2K.
Curated Wealth Partners first reported a position in Certara in Q4 2025 and held it in 1 quarter.
Curated Wealth Partners's Certara position peaked at $89.2K in Q4 2025.
257 funds tracked by Wall St. Rank held Certara as of Q1 2026.

Based on Curated Wealth Partners's 13F filing for Q1 2026, filed 9 Apr 2026.