Focus Partners Wealth
CERT icon

Focus Partners Wealth’s Certara CERT Stock Holding History

Focus Partners 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
2025
Q4 		– Sell
-893
Closed -$273K – 2679
2025
Q3 		$273K Buy
+893
New +$9.77K ﹤0.01% 1898

Other funds holding CERT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Focus Partners Wealth's CERT Position: Q4 2025 in Review

Focus Partners Wealth sold out of Certara (CERT) in Q4 2025, closing a stake of 893 shares — an estimated $273K sold.

Focus Partners Wealth first reported a position in CERT in Q3 2025 and held it in 1 quarter. The position peaked at $273K in Q3 2025. 256 funds tracked by Wall St. Rank hold CERT as of Q4 2025.

  • Focus Partners Wealth reported no remaining Certara position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 893 Certara shares in Q4 2025, an estimated $273K.
  • Focus Partners Wealth first reported a position in Certara in Q3 2025 and held it in 1 quarter.
  • Focus Partners Wealth's Certara position peaked at $273K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Certara as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.