Financial Consulate’s Certara CERT Stock Holding History

Financial Consulate’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
2025 Q4	–	Sell	-46	Closed	-$563	–	1361
2025 Q3	$563	Buy	+46	New	+$503	﹤0.01%	964

Other funds holding CERT

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Consulate's CERT Position: Q4 2025 in Review

Financial Consulate sold out of Certara (CERT) in Q4 2025, closing a stake of 46 shares — an estimated $563 sold.

Financial Consulate first reported a position in CERT in Q3 2025 and held it in 1 quarter. The position peaked at $563 in Q3 2025. 254 funds tracked by Wall St. Rank hold CERT as of Q4 2025.

Financial Consulate reported no remaining Certara position as of Q4 2025 after selling out during the quarter.
Financial Consulate sold 46 Certara shares in Q4 2025, an estimated $563.
Financial Consulate first reported a position in Certara in Q3 2025 and held it in 1 quarter.
Financial Consulate's Certara position peaked at $563 in Q3 2025.
254 funds tracked by Wall St. Rank held Certara as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.