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United Capital Financial Advisors’s Certara CERT Stock Holding History

United Capital Financial Advisors’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
-12,803
Closed -$73K – 1647
2026
Q1 		$73K Buy
+12,803
New +$97.7K ﹤0.01% 1611

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

United Capital Financial Advisors's CERT Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Certara (CERT) in Q2 2026, closing a stake of 12,803 shares — an estimated $73K sold.

United Capital Financial Advisors first reported a position in CERT in Q1 2026 and held it in 1 quarter. The position peaked at $73K in Q1 2026. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,803 Certara shares in Q2 2026, an estimated $73K.
  • United Capital Financial Advisors first reported a position in Certara in Q1 2026 and held it in 1 quarter.
  • United Capital Financial Advisors's Certara position peaked at $73K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.