Physician Wealth Advisors’s Certara CERT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.32K Sell
201
-94
-32% -$530 ﹤0.01% 1704
2026
Q1
$1.68K Buy
+295
New +$2.25K ﹤0.01% 1426

Other funds holding CERT

Physician Wealth Advisors's CERT Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Certara (CERT) stake by 32% in Q2 2026, selling an estimated $530 and leaving 201 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Physician Wealth Advisors first reported a position in CERT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.68K in Q1 2026. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Physician Wealth Advisors held 201 shares of Certara worth $1.32K as of Q2 2026.
  • Physician Wealth Advisors sold 94 Certara shares in Q2 2026, an estimated $530.
  • Certara made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1704 holding.
  • Physician Wealth Advisors first reported a position in Certara in Q1 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Certara position peaked at $1.68K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.