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True Wealth Design’s Certara CERT Stock Holding History

True Wealth Design’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 		$754 Sell
115
-522
-82% -$2.94K ﹤0.01% 2076
2026
Q1 		$3.63K Buy
637
+579
+998% +$4.42K ﹤0.01% 1330
2025
Q4 		$511 Sell
58
-3
-5% -$31 ﹤0.01% 1943
2025
Q3 		$746 Buy
61
+9
+17% +$98 ﹤0.01% 1862
2025
Q2 		$609 Hold
52
– – ﹤0.01% 1658
2025
Q1 		$515 Buy
+52
New +$632 ﹤0.01% 1531

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

True Wealth Design's CERT Position: Q2 2026 in Review

True Wealth Design reduced its Certara (CERT) stake by 82% in Q2 2026, selling an estimated $2.94K and leaving 115 shares worth $754. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

True Wealth Design first reported a position in CERT in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.63K in Q1 2026. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • True Wealth Design held 115 shares of Certara worth $754 as of Q2 2026.
  • True Wealth Design sold 522 Certara shares in Q2 2026, an estimated $2.94K.
  • Certara made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2076 holding.
  • True Wealth Design first reported a position in Certara in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Certara position peaked at $3.63K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.