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Venturi Wealth Management’s Certara CERT Stock Holding History

Venturi Wealth Management’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
-19,021
Closed -$108K – 637
2026
Q1 		$108K Buy
+19,021
New +$145K ﹤0.01% 595
2025
Q1 		– Sell
-2,808
Closed -$29.9K – 780
2024
Q4 		$29.9K Buy
2,808
+2,509
+839% +$27.3K ﹤0.01% 1167
2024
Q3 		$3.5K Sell
299
-173
-37% -$2.28K ﹤0.01% 1571
2024
Q2 		$6.54K Buy
472
+163
+53% +$2.68K ﹤0.01% 1176
2024
Q1 		$5.53K Hold
309
– – ﹤0.01% 1064
2023
Q4 		$5.44K Buy
309
+10
+3% +$147 ﹤0.01% 1016
2023
Q3 		$4.35K Hold
299
– – ﹤0.01% 1016
2023
Q2 		$5.45K Hold
299
– – ﹤0.01% 739
2023
Q1 		$7.21K Buy
+299
New +$5.91K ﹤0.01% 763

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

Venturi Wealth Management's CERT Position: Q2 2026 in Review

Venturi Wealth Management sold out of Certara (CERT) in Q2 2026, closing a stake of 19,021 shares — an estimated $108K sold.

Venturi Wealth Management first reported a position in CERT in Q1 2023 and held it in 9 quarters. The position peaked at $108K in Q1 2026. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Venturi Wealth Management reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 19,021 Certara shares in Q2 2026, an estimated $108K.
  • Venturi Wealth Management first reported a position in Certara in Q1 2023 and held it in 9 quarters.
  • Venturi Wealth Management's Certara position peaked at $108K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.