SWM
CERT icon

SHP Wealth Management’s Certara CERT Stock Holding History

SHP Wealth 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 		$85 Sell
13
-52
-80% -$293 ﹤0.01% 1943
2026
Q1 		$370 Buy
65
+45
+225% +$343 ﹤0.01% 1675
2025
Q4 		$176 Buy
+20
New +$206 ﹤0.01% 1473

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 $3.38T AUM 44.17% 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

SHP Wealth Management's CERT Position: Q2 2026 in Review

SHP Wealth Management reduced its Certara (CERT) stake by 80% in Q2 2026, selling an estimated $293 and leaving 13 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

SHP Wealth Management first reported a position in CERT in Q4 2025 and has held it in 3 quarters since. The position peaked at $370 in Q1 2026. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • SHP Wealth Management held 13 shares of Certara worth $85 as of Q2 2026.
  • SHP Wealth Management sold 52 Certara shares in Q2 2026, an estimated $293.
  • Certara made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1943 holding.
  • SHP Wealth Management first reported a position in Certara in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Certara position peaked at $370 in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.