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Rothschild Investment LLC’s Certara CERT Stock Holding History

Rothschild Investment LLC’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 		$10.8K Buy
1,643
+1,452
+760% +$8.18K ﹤0.01% 1842
2026
Q1 		$1.09K Buy
191
+160
+516% +$1.22K ﹤0.01% 2826
2025
Q4 		$273 Buy
+31
New +$319 ﹤0.01% 3063
2025
Q2 		– Sell
-10
Closed -$99 – 3051
2025
Q1 		$99 Buy
+10
New +$121 ﹤0.01% 2971
2024
Q4 		– Sell
-10
Closed -$117 – 2971
2024
Q3 		$117 Buy
+10
New +$132 ﹤0.01% 2831

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

Rothschild Investment LLC's CERT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Certara (CERT) stake by 760% in Q2 2026, buying an estimated $8.18K and bringing the position to 1,643 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Rothschild Investment LLC first reported a position in CERT in Q3 2024 and has held it in 5 quarters since. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Rothschild Investment LLC held 1,643 shares of Certara worth $10.8K as of Q2 2026.
  • Rothschild Investment LLC bought 1,452 Certara shares in Q2 2026, an estimated $8.18K.
  • Certara made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1842 holding.
  • Rothschild Investment LLC first reported a position in Certara in Q3 2024 and has held it in 5 quarters since.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.