Rockefeller Capital Management
CERT icon

Rockefeller Capital Management’s Certara CERT Stock Holding History

Rockefeller 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 		$15.5K Sell
2,365
-1,671
-41% -$9.42K ﹤0.01% 3830
2026
Q1 		$23K Buy
4,036
+2,749
+214% +$21K ﹤0.01% 3650
2025
Q4 		$11.3K Buy
1,287
+1,082
+528% +$11.1K ﹤0.01% 3755
2025
Q3 		$2.5K Buy
+205
New +$2.24K ﹤0.01% 4047
2023
Q1 		– Sell
-99
Closed -$1K – 2282
2022
Q4 		$1K Hold
99
– – ﹤0.01% 3650
2022
Q3 		$1K Sell
99
-1,076
-92% -$19.9K ﹤0.01% 3678
2022
Q2 		$25K Buy
+1,175
New +$23.2K ﹤0.01% 2613
2021
Q1 		– Sell
-4,291
Closed -$144K – 3257
2020
Q4 		$144K Buy
+4,291
New +$157K ﹤0.01% 1298

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

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

Rockefeller Capital Management reduced its Certara (CERT) stake by 41% in Q2 2026, selling an estimated $9.42K and leaving 2,365 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3830.

Rockefeller Capital Management first reported a position in CERT in Q4 2020 and has held it in 8 quarters since. The position peaked at $144K in Q4 2020. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Rockefeller Capital Management held 2,365 shares of Certara worth $15.5K as of Q2 2026.
  • Rockefeller Capital Management sold 1,671 Certara shares in Q2 2026, an estimated $9.42K.
  • Certara made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3830 holding.
  • Rockefeller Capital Management first reported a position in Certara in Q4 2020 and has held it in 8 quarters since.
  • Rockefeller Capital Management's Certara position peaked at $144K in Q4 2020.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

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