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Mendel Money Management’s Certara CERT Stock Holding History

Mendel Money 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 		$93.3K Sell
14,250
-38,595
-73% -$218K 0.03% 127
2026
Q1 		$301K Sell
52,845
-27,490
-34% -$210K 0.13% 123
2025
Q4 		$708K Sell
80,335
-56,340
-41% -$580K 0.3% 91
2025
Q3 		$1.67M Buy
136,675
+2,370
+2% +$25.9K 0.7% 44
2025
Q2 		$1.57M Buy
134,305
+26,740
+25% +$316K 0.7% 42
2025
Q1 		$1.06M Buy
107,565
+58,865
+121% +$715K 0.5% 58
2024
Q4 		$519K Buy
+48,700
New +$529K 0.23% 92

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

Mendel Money Management's CERT Position: Q2 2026 in Review

Mendel Money Management reduced its Certara (CERT) stake by 73% in Q2 2026, selling an estimated $218K and leaving 14,250 shares worth $93.3K. The position accounts for 0.03% of the portfolio, ranked #127.

Mendel Money Management first reported a position in CERT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q3 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Mendel Money Management held 14,250 shares of Certara worth $93.3K as of Q2 2026.
  • Mendel Money Management sold 38,595 Certara shares in Q2 2026, an estimated $218K.
  • Certara made up 0.03% of Mendel Money Management's portfolio in Q2 2026, its #127 holding.
  • Mendel Money Management first reported a position in Certara in Q4 2024 and has held it in 7 quarters since.
  • Mendel Money Management's Certara position peaked at $1.67M in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.