UBS AM
CERT icon

UBS AM’s Certara CERT Stock Holding History

UBS AM’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 		$1.94M Sell
296,079
-38,522
-12% -$217K ﹤0.01% 2061
2026
Q1 		$1.91M Buy
334,601
+36,138
+12% +$276K ﹤0.01% 2062
2025
Q4 		$2.63M Sell
298,463
-25,187
-8% -$259K ﹤0.01% 1768
2025
Q3 		$3.96M Sell
323,650
-239,056
-42% -$2.61M ﹤0.01% 1476
2025
Q2 		$6.58M Buy
562,706
+263,178
+88% +$3.11M ﹤0.01% 1571
2025
Q1 		$2.97M Buy
299,528
+35,954
+14% +$437K ﹤0.01% 1816
2024
Q4 		$2.81M Buy
263,574
+37,870
+17% +$411K ﹤0.01% 1884
2024
Q3 		$2.64M Sell
225,704
-31,402
-12% -$414K ﹤0.01% 1898
2024
Q2 		$3.56M Buy
257,106
+97,285
+61% +$1.6M ﹤0.01% 1683
2024
Q1 		$2.86M Hold
159,821
– – ﹤0.01% 1509
2023
Q4 		$2.81M Sell
159,821
-703
-0.4% -$10.3K ﹤0.01% 1515
2023
Q3 		$2.33M Buy
160,524
+29,982
+23% +$504K ﹤0.01% 1544
2023
Q2 		$3.15M Hold
130,542
– – ﹤0.01% 1427
2023
Q1 		$3.15M Sell
130,542
-8,478
-6% -$167K ﹤0.01% 1427
2022
Q4 		$2.23M Sell
139,020
-1,826
-1% -$26.5K ﹤0.01% 1483
2022
Q3 		$1.87M Sell
140,846
-12,879
-8% -$238K ﹤0.01% 1635
2022
Q2 		$3.3M Buy
153,725
+22,484
+17% +$444K ﹤0.01% 1384
2022
Q1 		$2.82M Buy
131,241
+7,478
+6% +$180K ﹤0.01% 1616
2021
Q4 		$3.52M Buy
123,763
+39,198
+46% +$1.32M ﹤0.01% 1574
2021
Q3 		$2.8M Buy
84,565
+36,496
+76% +$1.1M ﹤0.01% 1678
2021
Q2 		$1.36M Buy
+48,069
New +$1.33M ﹤0.01% 2032

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

UBS AM's CERT Position: Q2 2026 in Review

UBS AM reduced its Certara (CERT) stake by 12% in Q2 2026, selling an estimated $217K and leaving 296,079 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

UBS AM first reported a position in CERT in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.58M in Q2 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • UBS AM held 296,079 shares of Certara worth $1.94M as of Q2 2026.
  • UBS AM sold 38,522 Certara shares in Q2 2026, an estimated $217K.
  • Certara made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2061 holding.
  • UBS AM first reported a position in Certara in Q2 2021 and has held it in 21 quarters since.
  • UBS AM's Certara position peaked at $6.58M in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.