Superior Planning, LLC’s Certara CERT Stock Holding History

Superior Planning, 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	$1.84K	Buy	+200	New	+$1.58K	﹤0.01%	1591

Other funds holding CERT

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Superior Planning, LLC's CERT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Certara (CERT) in Q3 2026: 200 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #1591 among its holdings.

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

Superior Planning, LLC held 200 shares of Certara worth $1.84K as of Q3 2026.
Certara was a new Superior Planning, LLC position in Q3 2026.
Certara made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1591 holding.
160 funds tracked by Wall St. Rank held Certara as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.