Curio Wealth’s Certara CERT Stock Holding History

Curio 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	–	Sell	-140	Closed	-$798	–	262
2026 Q1	$798	Hold	140	–	–	﹤0.01%	417
2025 Q4	$1.25K	Buy	+140	New	+$1.44K	﹤0.01%	368
2025 Q3	–	Sell	-140	Closed	-$1.64K	–	295
2025 Q2	$1.64K	Buy	+140	New	+$1.66K	﹤0.01%	282

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

Curio Wealth's CERT Position: Q2 2026 in Review

Curio Wealth sold out of Certara (CERT) in Q2 2026, closing a stake of 140 shares — an estimated $798 sold.

Curio Wealth first reported a position in CERT in Q2 2025 and held it in 3 quarters. The position peaked at $1.64K in Q2 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

Curio Wealth reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 140 Certara shares in Q2 2026, an estimated $798.
Curio Wealth first reported a position in Certara in Q2 2025 and held it in 3 quarters.
Curio Wealth's Certara position peaked at $1.64K in Q2 2025.
241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.