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Spire Wealth Management’s Certara CERT Stock Holding History

Spire 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
Q1 		– Sell
-65
Closed -$573 – 2283
2025
Q4 		$573 Buy
+65
New +$670 ﹤0.01% 2276
2024
Q3 		– Sell
-86
Closed -$1.19K – 2179
2024
Q2 		$1.19K Sell
86
-20
-19% -$329 ﹤0.01% 2097
2024
Q1 		$1.9K Hold
106
– – ﹤0.01% 2111
2023
Q4 		$1.71K Hold
106
– – ﹤0.01% 2171
2023
Q3 		$1.54K Hold
106
– – ﹤0.01% 2177
2023
Q2 		$1.93K Hold
106
– – ﹤0.01% 2204
2023
Q1 		$2.56K Hold
106
– – ﹤0.01% 2208
2022
Q4 		$2K Hold
106
– – ﹤0.01% 2022
2022
Q3 		$1K Hold
106
– – ﹤0.01% 2049
2022
Q2 		$2K Hold
106
– – ﹤0.01% 2333
2022
Q1 		$2K Hold
106
– – ﹤0.01% 2379
2021
Q4 		$3K Hold
106
– – ﹤0.01% 2682
2021
Q3 		$4K Buy
+106
New +$3.2K ﹤0.01% 2324

Other funds holding CERT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DM
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Spire Wealth Management's CERT Position: Q1 2026 in Review

Spire Wealth Management sold out of Certara (CERT) in Q1 2026, closing a stake of 65 shares — an estimated $573 sold.

Spire Wealth Management first reported a position in CERT in Q3 2021 and held it in 13 quarters. The position peaked at $4K in Q3 2021. 256 funds tracked by Wall St. Rank hold CERT as of Q1 2026.

  • Spire Wealth Management reported no remaining Certara position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 65 Certara shares in Q1 2026, an estimated $573.
  • Spire Wealth Management first reported a position in Certara in Q3 2021 and held it in 13 quarters.
  • Spire Wealth Management's Certara position peaked at $4K in Q3 2021.
  • 256 funds tracked by Wall St. Rank held Certara as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.