TD Private Client Wealth’s Certara CERT Stock Holding History

TD Private Client Wealth’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	-113	Closed	-$644	–	1712
2026 Q1	$644	Hold	113	–	–	﹤0.01%	1461
2025 Q4	$996	Hold	113	–	–	﹤0.01%	1362
2025 Q3	$1.38K	Hold	113	–	–	﹤0.01%	1289
2025 Q2	$1.32K	Sell	113 -101	-47%	-$1.2K	﹤0.01%	1270
2025 Q1	$2.12K	Hold	214	–	–	﹤0.01%	1182
2024 Q4	$2.28K	Sell	214 -72	-25%	-$782	﹤0.01%	1173
2024 Q3	$3.35K	Hold	286	–	–	﹤0.01%	1134
2024 Q2	$3.96K	Buy	286 +70	+32%	+$1.15K	﹤0.01%	1103
2024 Q1	$3.86K	Buy	216 +145	+204%	+$2.5K	﹤0.01%	1102
2023 Q4	$1.25K	Buy	+71	New	+$1.04K	﹤0.01%	1174
2023 Q2	–	Sell	-113	Closed	-$2.72K	–	1263
2023 Q1	$2.72K	Hold	113	–	–	﹤0.01%	1139
2022 Q4	$1.82K	Hold	113	–	–	﹤0.01%	1120
2022 Q3	$1.5K	Hold	113	–	–	﹤0.01%	1131
2022 Q2	$2.42K	Hold	113	–	–	﹤0.01%	1117
2022 Q1	$2.43K	Hold	113	–	–	﹤0.01%	1150
2021 Q4	$3.21K	Buy	+113	New	+$3.8K	﹤0.01%	979

Other funds holding CERT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Private Client Wealth's CERT Position: Q2 2026 in Review

TD Private Client Wealth sold out of Certara (CERT) in Q2 2026, closing a stake of 113 shares — an estimated $644 sold.

TD Private Client Wealth first reported a position in CERT in Q4 2021 and held it in 16 quarters. The position peaked at $3.96K in Q2 2024. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

TD Private Client Wealth reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
TD Private Client Wealth sold 113 Certara shares in Q2 2026, an estimated $644.
TD Private Client Wealth first reported a position in Certara in Q4 2021 and held it in 16 quarters.
TD Private Client Wealth's Certara position peaked at $3.96K in Q2 2024.
241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.