NorthRock Partners’s Certara CERT Stock Holding History

NorthRock Partners’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	-10,202	Closed	-$101K	–	708
2025 Q1	$101K	Sell	10,202 -218	-2%	-$2.65K	﹤0.01%	629
2024 Q4	$111K	Buy	+10,420	New	+$113K	﹤0.01%	606
2024 Q1	–	Sell	-12,030	Closed	-$212K	–	818
2023 Q4	$212K	Buy	12,030 +462	+4%	+$6.77K	0.01%	534
2023 Q3	$168K	Buy	+11,568	New	+$194K	0.02%	340

Other funds holding CERT

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NorthRock Partners's CERT Position: Q2 2025 in Review

NorthRock Partners sold out of Certara (CERT) in Q2 2025, closing a stake of 10,202 shares — an estimated $101K sold.

NorthRock Partners first reported a position in CERT in Q3 2023 and held it in 4 quarters. The position peaked at $212K in Q4 2023. 235 funds tracked by Wall St. Rank hold CERT as of Q2 2025.

NorthRock Partners reported no remaining Certara position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 10,202 Certara shares in Q2 2025, an estimated $101K.
NorthRock Partners first reported a position in Certara in Q3 2023 and held it in 4 quarters.
NorthRock Partners's Certara position peaked at $212K in Q4 2023.
235 funds tracked by Wall St. Rank held Certara as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.