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Summitry LLC’s Certara CERT Stock Holding History

Summitry LLC’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 		– Sell
-23,258
Closed -$133K – 343
2026
Q1 		$133K Buy
23,258
+18
+0.1% +$137 ﹤0.01% 285
2025
Q4 		$205K Buy
23,240
+3,426
+17% +$35.3K 0.01% 239
2025
Q3 		$242K Buy
19,814
+2,749
+16% +$30.1K 0.01% 178
2025
Q2 		$200K Buy
17,065
+3,883
+29% +$45.9K 0.01% 171
2025
Q1 		$131K Buy
13,182
+1,529
+13% +$18.6K 0.01% 141
2024
Q4 		$124K Buy
+11,653
New +$127K 0.01% 137

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

Summitry LLC's CERT Position: Q2 2026 in Review

Summitry LLC sold out of Certara (CERT) in Q2 2026, closing a stake of 23,258 shares — an estimated $133K sold.

Summitry LLC first reported a position in CERT in Q4 2024 and held it in 6 quarters. The position peaked at $242K in Q3 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Summitry LLC reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
  • Summitry LLC sold 23,258 Certara shares in Q2 2026, an estimated $133K.
  • Summitry LLC first reported a position in Certara in Q4 2024 and held it in 6 quarters.
  • Summitry LLC's Certara position peaked at $242K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.