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IFP Advisors’s Certara CERT Stock Holding History

IFP Advisors’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
-1,436
Closed -$8.19K – 5159
2026
Q1 		$8.19K Buy
1,436
+6
+0.4% +$46 ﹤0.01% 3256
2025
Q4 		$12.6K Sell
1,430
-50
-3% -$515 ﹤0.01% 2946
2025
Q3 		$18.1K Buy
+1,480
New +$16.2K ﹤0.01% 2629
2025
Q2 		– Hold
0
– – – 3016
2025
Q1 		– Sell
-39
Closed -$474 – 3576
2024
Q4 		$1.03K Buy
+39
New +$424 ﹤0.01% 3269
2024
Q1 		– Sell
-103
Closed -$1.81K – 3138
2023
Q4 		$1.81K Hold
103
– – ﹤0.01% 2703
2023
Q3 		$1.5K Buy
103
+64
+164% +$1.08K ﹤0.01% 2910
2023
Q2 		$711 Buy
39
+3
+8% +$63 ﹤0.01% 3142
2023
Q1 		$1.37K Sell
36
-95
-73% -$1.88K ﹤0.01% 3010
2022
Q4 		$5K Sell
131
-36
-22% -$522 ﹤0.01% 3765
2022
Q3 		$7K Buy
+167
New +$3.08K ﹤0.01% 3835
2022
Q1 		– Sell
-563
Closed -$16K – 4548
2021
Q4 		$16K Buy
+563
New +$18.9K ﹤0.01% 2036

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

IFP Advisors's CERT Position: Q2 2026 in Review

IFP Advisors sold out of Certara (CERT) in Q2 2026, closing a stake of 1,436 shares — an estimated $8.19K sold.

IFP Advisors first reported a position in CERT in Q4 2021 and held it in 11 quarters. The position peaked at $18.1K in Q3 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • IFP Advisors reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 1,436 Certara shares in Q2 2026, an estimated $8.19K.
  • IFP Advisors first reported a position in Certara in Q4 2021 and held it in 11 quarters.
  • IFP Advisors's Certara position peaked at $18.1K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.