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Global Retirement Partners’s Certara CERT Stock Holding History

Global Retirement Partners’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 		$7.36K Buy
+1,123
New +$6.33K ﹤0.01% 3534
2025
Q4 		$44K Sell
4,995
-641
-11% -$6.6K ﹤0.01% 2425
2025
Q3 		$68.9K Buy
5,636
+1,749
+45% +$19.1K ﹤0.01% 1717
2025
Q2 		$45.5K Buy
+3,887
New +$46K ﹤0.01% 1816
2024
Q4 		$18.1K Sell
1,698
-35
-2% -$380 ﹤0.01% 2140
2024
Q3 		$20.3K Buy
1,733
+3
+0.2% +$40 ﹤0.01% 1990
2024
Q2 		$24K Hold
1,730
– – ﹤0.01% 1889
2024
Q1 		$30.9K Buy
1,730
+1,698
+5,306% +$29.3K ﹤0.01% 1621
2023
Q4 		$512 Buy
+32
New +$469 ﹤0.01% 3076
2023
Q3 		– Sell
-14
Closed -$255 – 3263
2023
Q2 		$255 Buy
+14
New +$296 ﹤0.01% 3074

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

Global Retirement Partners's CERT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Certara (CERT) in Q2 2026: 1,123 shares worth $7.36K. The stake represents ﹤0.01% of the portfolio and ranks #3534 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CERT as recently as Q4 2025.

Global Retirement Partners first reported a position in CERT in Q2 2023 and has held it in 10 quarters since. The position peaked at $68.9K in Q3 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Global Retirement Partners held 1,123 shares of Certara worth $7.36K as of Q2 2026.
  • Certara was a new Global Retirement Partners position in Q2 2026.
  • Certara made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3534 holding.
  • Global Retirement Partners first reported a position in Certara in Q2 2023 and has held it in 10 quarters since.
  • Global Retirement Partners's Certara position peaked at $68.9K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.