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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
Q2 		$11.1K Buy
+10,000
New +$56.4K ﹤0.01% 822
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Curated Wealth Partners's CERT Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Certara (CERT) in Q2 2026: 10,000 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #822 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in CERT as recently as Q4 2025.

Curated Wealth Partners first reported a position in CERT in Q4 2025 and has held it in 2 quarters since. The position peaked at $89.2K in Q4 2025. 42 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Curated Wealth Partners held 10,000 shares of Certara worth $11.1K as of Q2 2026.
  • Certara was a new Curated Wealth Partners position in Q2 2026.
  • Certara made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #822 holding.
  • Curated Wealth Partners first reported a position in Certara in Q4 2025 and has held it in 2 quarters since.
  • Curated Wealth Partners's Certara position peaked at $89.2K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.