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Sequoia Financial Advisors’s Certara CERT Stock Holding History

Sequoia Financial Advisors’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 		$117K Buy
17,906
+1,923
+12% +$10.8K ﹤0.01% 2056
2026
Q1 		$91.1K Buy
+15,983
New +$122K ﹤0.01% 1861

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

Sequoia Financial Advisors's CERT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Certara (CERT) stake by 12% in Q2 2026, buying an estimated $10.8K and bringing the position to 17,906 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Sequoia Financial Advisors first reported a position in CERT in Q1 2026 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Sequoia Financial Advisors held 17,906 shares of Certara worth $117K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,923 Certara shares in Q2 2026, an estimated $10.8K.
  • Certara made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2056 holding.
  • Sequoia Financial Advisors first reported a position in Certara in Q1 2026 and has held it in 2 quarters since.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.