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Wealthspire Advisors (New York)’s Certara CERT Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-540
Closed -$6.6K – 1343
2025
Q3 		$6.6K Buy
+540
New +$5.91K ﹤0.01% 2214

Other funds holding CERT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s CERT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Certara (CERT) in Q4 2025, closing a stake of 540 shares — an estimated $6.6K sold.

Wealthspire Advisors (New York) first reported a position in CERT in Q3 2025 and held it in 1 quarter. The position peaked at $6.6K in Q3 2025. 256 funds tracked by Wall St. Rank hold CERT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Certara position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 540 Certara shares in Q4 2025, an estimated $6.6K.
  • Wealthspire Advisors (New York) first reported a position in Certara in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Certara position peaked at $6.6K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Certara as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.