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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
Q3 		$1.29K Buy
140
+39
+39% +$308 ﹤0.01% 885
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

KAM
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Toth Financial Advisory's CERT Position: Q3 2026 in Review

Toth Financial Advisory increased its Certara (CERT) stake by 39% in Q3 2026, buying an estimated $308 and bringing the position to 140 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Toth Financial Advisory first reported a position in CERT in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.34K in Q1 2024. 8 funds tracked by Wall St. Rank hold CERT as of Q3 2026.

  • Toth Financial Advisory held 140 shares of Certara worth $1.29K as of Q3 2026.
  • Toth Financial Advisory bought 39 Certara shares in Q3 2026, an estimated $308.
  • Certara made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #885 holding.
  • Toth Financial Advisory first reported a position in Certara in Q1 2024 and has held it in 3 quarters since.
  • Toth Financial Advisory's Certara position peaked at $1.34K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held Certara as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.