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Larson Financial Group’s Certara CERT Stock Holding History

Larson Financial Group’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 		$20.9K Buy
3,188
+1,842
+137% +$10.4K ﹤0.01% 1988
2026
Q1 		$7.67K Buy
1,346
+1,196
+797% +$9.13K ﹤0.01% 2393
2025
Q4 		$1.32K Buy
+150
New +$1.54K ﹤0.01% 2873
2025
Q3 		– Sell
-28
Closed -$328 – 3475
2025
Q2 		$328 Sell
28
-1
-3% -$12 ﹤0.01% 2956
2025
Q1 		$287 Buy
29
+23
+383% +$279 ﹤0.01% 2706
2024
Q4 		$64 Hold
6
– – ﹤0.01% 2671
2024
Q3 		$70 Hold
6
– – ﹤0.01% 2599
2024
Q2 		$83 Buy
+6
New +$99 ﹤0.01% 2284

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

Larson Financial Group's CERT Position: Q2 2026 in Review

Larson Financial Group increased its Certara (CERT) stake by 137% in Q2 2026, buying an estimated $10.4K and bringing the position to 3,188 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Larson Financial Group first reported a position in CERT in Q2 2024 and has held it in 8 quarters since. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Larson Financial Group held 3,188 shares of Certara worth $20.9K as of Q2 2026.
  • Larson Financial Group bought 1,842 Certara shares in Q2 2026, an estimated $10.4K.
  • Certara made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1988 holding.
  • Larson Financial Group first reported a position in Certara in Q2 2024 and has held it in 8 quarters since.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.