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Summit Trail Advisors’s Certara CERT Stock Holding History

Summit Trail 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 		$1M Buy
152,943
+31,206
+26% +$176K 0.01% 995
2026
Q1 		$694K Buy
121,737
+56,943
+88% +$435K 0.01% 1063
2025
Q4 		$571K Buy
64,794
+19,403
+43% +$200K 0.01% 1035
2025
Q3 		$555K Buy
+45,391
New +$497K 0.01% 1050
2025
Q1 		– Sell
-12,971
Closed -$138K – 430
2024
Q4 		$138K Buy
+12,971
New +$141K 0.01% 370

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

Summit Trail Advisors's CERT Position: Q2 2026 in Review

Summit Trail Advisors increased its Certara (CERT) stake by 26% in Q2 2026, buying an estimated $176K and bringing the position to 152,943 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #995.

Summit Trail Advisors first reported a position in CERT in Q4 2024 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Summit Trail Advisors held 152,943 shares of Certara worth $1M as of Q2 2026.
  • Summit Trail Advisors bought 31,206 Certara shares in Q2 2026, an estimated $176K.
  • Certara made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #995 holding.
  • Summit Trail Advisors first reported a position in Certara in Q4 2024 and has held it in 5 quarters since.
  • 242 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.