LPL Financial
CERT icon

LPL Financial’s Certara CERT Stock Holding History

LPL Financial’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
-19,292
Closed -$110K – 6222
2026
Q1 		$110K Sell
19,292
-83,950
-81% -$641K ﹤0.01% 5657
2025
Q4 		$910K Buy
103,242
+207
+0.2% +$2.13K ﹤0.01% 4168
2025
Q3 		$1.26M Sell
103,035
-20,083
-16% -$220K ﹤0.01% 3777
2025
Q2 		$1.44M Buy
123,118
+5,284
+4% +$62.5K ﹤0.01% 3420
2025
Q1 		$1.12M Buy
117,834
+5,210
+5% +$63.3K ﹤0.01% 3462
2024
Q4 		$1.29M Buy
112,624
+16,586
+17% +$180K ﹤0.01% 3276
2024
Q3 		$1.12M Buy
96,038
+14,562
+18% +$192K ﹤0.01% 3276
2024
Q2 		$1.13M Sell
81,476
-10,963
-12% -$180K ﹤0.01% 3137
2024
Q1 		$1.65M Buy
92,439
+28,184
+44% +$486K ﹤0.01% 2706
2023
Q4 		$1.13M Buy
64,255
+15,181
+31% +$223K ﹤0.01% 2933
2023
Q3 		$708K Buy
49,074
+6,529
+15% +$110K ﹤0.01% 3207
2023
Q2 		$775K Buy
42,545
+7,208
+20% +$152K ﹤0.01% 3072
2023
Q1 		$852K Buy
35,337
+6,149
+21% +$121K ﹤0.01% 2867
2022
Q4 		$469K Buy
+29,188
New +$423K ﹤0.01% 3308

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

LPL Financial's CERT Position: Q2 2026 in Review

LPL Financial sold out of Certara (CERT) in Q2 2026, closing a stake of 19,292 shares — an estimated $110K sold.

LPL Financial first reported a position in CERT in Q4 2022 and held it in 14 quarters. The position peaked at $1.65M in Q1 2024. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • LPL Financial reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 19,292 Certara shares in Q2 2026, an estimated $110K.
  • LPL Financial first reported a position in Certara in Q4 2022 and held it in 14 quarters.
  • LPL Financial's Certara position peaked at $1.65M in Q1 2024.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.