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Summit Wealth Group (Colorado)’s Certara CERT Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-27,868
Closed -$1.87M – 327
2025
Q3 		$1.87M Buy
+27,868
New +$305K 0.2% 91

Other funds holding CERT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CERT Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Certara (CERT) in Q4 2025, closing a stake of 27,868 shares — an estimated $1.87M sold.

Summit Wealth Group (Colorado) first reported a position in CERT in Q3 2025 and held it in 1 quarter. The position peaked at $1.87M in Q3 2025. 256 funds tracked by Wall St. Rank hold CERT as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Certara position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 27,868 Certara shares in Q4 2025, an estimated $1.87M.
  • Summit Wealth Group (Colorado) first reported a position in Certara in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Certara position peaked at $1.87M in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Certara as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.