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Evolve Private Wealth’s Certara CERT Stock Holding History

Evolve Private 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 		$190K Buy
+29,024
New +$164K 0.01% 955

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

Evolve Private Wealth's CERT Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in Certara (CERT) in Q2 2026: 29,024 shares worth $190K. The stake represents 0.01% of the portfolio and ranks #955 among its holdings.

241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Evolve Private Wealth held 29,024 shares of Certara worth $190K as of Q2 2026.
  • Certara was a new Evolve Private Wealth position in Q2 2026.
  • Certara made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #955 holding.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.