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Toth Financial Advisory’s Certara CERT Stock Holding History

Toth Financial Advisory’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 		$662 Buy
+101
New +$569 ﹤0.01% 855
2024
Q2 		– Sell
-75
Closed -$1.34K – 755
2024
Q1 		$1.34K Buy
+75
New +$1.29K ﹤0.01% 662

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

Toth Financial Advisory's CERT Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in Certara (CERT) in Q2 2026: 101 shares worth $662. The stake represents ﹤0.01% of the portfolio and ranks #855 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in CERT as recently as Q1 2024.

Toth Financial Advisory first reported a position in CERT in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.34K in Q1 2024. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Toth Financial Advisory held 101 shares of Certara worth $662 as of Q2 2026.
  • Certara was a new Toth Financial Advisory position in Q2 2026.
  • Certara made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #855 holding.
  • Toth Financial Advisory first reported a position in Certara in Q1 2024 and has held it in 2 quarters since.
  • Toth Financial Advisory's Certara position peaked at $1.34K in Q1 2024.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.