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Galvin Gaustad & Stein’s Certara CERT Stock Holding History

Galvin Gaustad & Stein’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
-29,267
Closed -$167K – 264
2026
Q1 		$167K Buy
29,267
+4,616
+19% +$35.2K 0.01% 251
2025
Q4 		$217K Buy
24,651
+8,138
+49% +$83.8K 0.02% 243
2025
Q3 		$202K Buy
+16,513
New +$181K 0.02% 205

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

Galvin Gaustad & Stein's CERT Position: Q2 2026 in Review

Galvin Gaustad & Stein sold out of Certara (CERT) in Q2 2026, closing a stake of 29,267 shares — an estimated $167K sold.

Galvin Gaustad & Stein first reported a position in CERT in Q3 2025 and held it in 3 quarters. The position peaked at $217K in Q4 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Galvin Gaustad & Stein reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 29,267 Certara shares in Q2 2026, an estimated $167K.
  • Galvin Gaustad & Stein first reported a position in Certara in Q3 2025 and held it in 3 quarters.
  • Galvin Gaustad & Stein's Certara position peaked at $217K in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.