SageView Advisory Group’s Certara CERT Stock Holding History

SageView Advisory 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
2026 Q1	–	Sell	-863	Closed	-$7.6K	–	902
2025 Q4	$7.6K	Buy	+863	New	+$8.89K	﹤0.01%	1820

Other funds holding CERT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SageView Advisory Group's CERT Position: Q1 2026 in Review

SageView Advisory Group sold out of Certara (CERT) in Q1 2026, closing a stake of 863 shares — an estimated $7.6K sold.

SageView Advisory Group first reported a position in CERT in Q4 2025 and held it in 1 quarter. The position peaked at $7.6K in Q4 2025. 257 funds tracked by Wall St. Rank hold CERT as of Q1 2026.

SageView Advisory Group reported no remaining Certara position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 863 Certara shares in Q1 2026, an estimated $7.6K.
SageView Advisory Group first reported a position in Certara in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Certara position peaked at $7.6K in Q4 2025.
257 funds tracked by Wall St. Rank held Certara as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.