Third View Private Wealth’s Certara CERT Stock Holding History

Third View Private 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	-11,853	Closed	-$67.6K	–	298
2026 Q1	$67.6K	Buy	+11,853	New	+$90.5K	0.01%	266

Other funds holding CERT

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KAM

Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Third View Private Wealth's CERT Position: Q2 2026 in Review

Third View Private Wealth sold out of Certara (CERT) in Q2 2026, closing a stake of 11,853 shares — an estimated $67.6K sold.

Third View Private Wealth first reported a position in CERT in Q1 2026 and held it in 1 quarter. The position peaked at $67.6K in Q1 2026. 88 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

Third View Private Wealth reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
Third View Private Wealth sold 11,853 Certara shares in Q2 2026, an estimated $67.6K.
Third View Private Wealth first reported a position in Certara in Q1 2026 and held it in 1 quarter.
Third View Private Wealth's Certara position peaked at $67.6K in Q1 2026.
88 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.