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Portside Wealth Group’s Certara CERT Stock Holding History

Portside Wealth Group’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
Q3 		– Sell
-10,551
Closed -$123K – 488
2025
Q2 		$123K Buy
10,551
+60
+0.6% +$710 0.02% 446
2025
Q1 		$104K Buy
+10,491
New +$127K 0.02% 419

Other funds holding CERT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Portside Wealth Group's CERT Position: Q3 2025 in Review

Portside Wealth Group sold out of Certara (CERT) in Q3 2025, closing a stake of 10,551 shares — an estimated $123K sold.

Portside Wealth Group first reported a position in CERT in Q1 2025 and held it in 2 quarters. The position peaked at $123K in Q2 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q3 2025.

  • Portside Wealth Group reported no remaining Certara position as of Q3 2025 after selling out during the quarter.
  • Portside Wealth Group sold 10,551 Certara shares in Q3 2025, an estimated $123K.
  • Portside Wealth Group first reported a position in Certara in Q1 2025 and held it in 2 quarters.
  • Portside Wealth Group's Certara position peaked at $123K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Certara as of Q3 2025.

Based on Portside Wealth Group's 13F filing for Q3 2025, filed 5 Nov 2025.