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Kestra Private Wealth Services’s Certara CERT Stock Holding History

Kestra Private Wealth Services’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
Q2 		– Sell
-13,078
Closed -$129K – 1626
2025
Q1 		$129K Buy
+13,078
New +$159K ﹤0.01% 1435

Other funds holding CERT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kestra Private Wealth Services's CERT Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of Certara (CERT) in Q2 2025, closing a stake of 13,078 shares — an estimated $129K sold.

Kestra Private Wealth Services first reported a position in CERT in Q1 2025 and held it in 1 quarter. The position peaked at $129K in Q1 2025. 235 funds tracked by Wall St. Rank hold CERT as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining Certara position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 13,078 Certara shares in Q2 2025, an estimated $129K.
  • Kestra Private Wealth Services first reported a position in Certara in Q1 2025 and held it in 1 quarter.
  • Kestra Private Wealth Services's Certara position peaked at $129K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held Certara as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.