EWA
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EverSource Wealth Advisors’s Certara CERT Stock Holding History

EverSource Wealth Advisors’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 		$15.4K Buy
2,345
+1,932
+468% +$10.9K ﹤0.01% 2631
2026
Q1 		$2.35K Buy
413
+306
+286% +$2.33K ﹤0.01% 3589
2025
Q4 		$943 Sell
107
-331
-76% -$3.41K ﹤0.01% 3722
2025
Q3 		$5.35K Buy
438
+78
+22% +$853 ﹤0.01% 3129
2025
Q2 		$4.21K Sell
360
-177
-33% -$2.09K ﹤0.01% 3233
2025
Q1 		$5.32K Buy
537
+378
+238% +$4.59K ﹤0.01% 2462
2024
Q4 		$1.69K Sell
159
-129
-45% -$1.4K ﹤0.01% 2775
2024
Q3 		$3.37K Buy
288
+46
+19% +$607 ﹤0.01% 2372
2024
Q2 		$3.78K Sell
242
-268
-53% -$4.4K ﹤0.01% 2317
2024
Q1 		$8.73K Buy
510
+453
+795% +$7.82K ﹤0.01% 1762
2023
Q4 		$1K Buy
+57
New +$836 ﹤0.01% 2401

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

EverSource Wealth Advisors's CERT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Certara (CERT) stake by 468% in Q2 2026, buying an estimated $10.9K and bringing the position to 2,345 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

EverSource Wealth Advisors first reported a position in CERT in Q4 2023 and has held it in 11 quarters since. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • EverSource Wealth Advisors held 2,345 shares of Certara worth $15.4K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,932 Certara shares in Q2 2026, an estimated $10.9K.
  • Certara made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2631 holding.
  • EverSource Wealth Advisors first reported a position in Certara in Q4 2023 and has held it in 11 quarters since.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.