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MAI Capital Management’s Certara CERT Stock Holding History

MAI Capital Management’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
-558
Closed -$3.18K – 2520
2026
Q1 		$3.18K Buy
558
+363
+186% +$2.77K ﹤0.01% 3732
2025
Q4 		$1.72K Sell
195
-61
-24% -$628 ﹤0.01% 3454
2025
Q3 		$3.13K Sell
256
-41
-14% -$448 ﹤0.01% 3186
2025
Q2 		$3.48K Buy
297
+7
+2% +$83 ﹤0.01% 3221
2025
Q1 		$2.87K Buy
290
+110
+61% +$1.34K ﹤0.01% 2886
2024
Q4 		$1.92K Buy
+180
New +$1.96K ﹤0.01% 3042

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

MAI Capital Management's CERT Position: Q2 2026 in Review

MAI Capital Management sold out of Certara (CERT) in Q2 2026, closing a stake of 558 shares — an estimated $3.18K sold.

MAI Capital Management first reported a position in CERT in Q4 2024 and held it in 6 quarters. The position peaked at $3.48K in Q2 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • MAI Capital Management reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 558 Certara shares in Q2 2026, an estimated $3.18K.
  • MAI Capital Management first reported a position in Certara in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Certara position peaked at $3.48K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.