UMB Private Wealth Management, LLC’s Certara CERT Stock Holding History

UMB Private Wealth Management, LLC’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 Q3	$607	Buy	+66	New	+$521	﹤0.01%	1184

Other funds holding CERT

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

KAM

Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

UMB Private Wealth Management, LLC's CERT Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in Certara (CERT) in Q3 2026: 66 shares worth $607. The stake represents ﹤0.01% of the portfolio and ranks #1184 among its holdings.

14 funds tracked by Wall St. Rank hold CERT as of Q3 2026.

UMB Private Wealth Management, LLC held 66 shares of Certara worth $607 as of Q3 2026.
Certara was a new UMB Private Wealth Management, LLC position in Q3 2026.
Certara made up ﹤0.01% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #1184 holding.
14 funds tracked by Wall St. Rank held Certara as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.