Carson Wealth (CWM LLC)
CERT icon

Carson Wealth (CWM LLC)’s Certara CERT Stock Holding History

Carson Wealth (CWM 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
Q1 		$28.6K Buy
5,012
+3,998
+394% +$30.5K ﹤0.01% 4198
2025
Q4 		$9K Buy
1,014
+735
+263% +$7.57K ﹤0.01% 4585
2025
Q3 		$3K Sell
279
-135
-33% -$1.48K ﹤0.01% 4882
2025
Q2 		$5K Sell
414
-305
-42% -$3.61K ﹤0.01% 4590
2025
Q1 		$7K Sell
719
-84
-10% -$1.02K ﹤0.01% 4271
2024
Q4 		$9K Buy
803
+406
+102% +$4.41K ﹤0.01% 3908
2024
Q3 		$5K Sell
397
-55
-12% -$726 ﹤0.01% 4072
2024
Q2 		$6K Sell
452
-134
-23% -$2.2K ﹤0.01% 3752
2024
Q1 		$10K Sell
586
-62
-10% -$1.07K ﹤0.01% 3316
2023
Q4 		$11K Buy
648
+596
+1,146% +$8.74K ﹤0.01% 3122
2023
Q3 		$1K Sell
52
-62
-54% -$1.04K ﹤0.01% 3941
2023
Q2 		$2K Buy
114
+85
+293% +$1.79K ﹤0.01% 3763
2023
Q1 		$1K Hold
29
– – ﹤0.01% 3786
2022
Q4 		$0 Buy
+29
New +$421 ﹤0.01% 3987
2022
Q3 		– Sell
-50
Closed -$1K – 3932
2022
Q2 		$1K Buy
50
+36
+257% +$711 ﹤0.01% 3501
2022
Q1 		$0 Buy
+14
New +$336 ﹤0.01% 3551

Other funds holding CERT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $9.59B AUM 113.36% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CERT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Certara (CERT) stake by 394% in Q1 2026, buying an estimated $30.5K and bringing the position to 5,012 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4198.

Carson Wealth (CWM LLC) first reported a position in CERT in Q1 2022 and has held it in 16 quarters since. 256 funds tracked by Wall St. Rank hold CERT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,012 shares of Certara worth $28.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,998 Certara shares in Q1 2026, an estimated $30.5K.
  • Certara made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4198 holding.
  • Carson Wealth (CWM LLC) first reported a position in Certara in Q1 2022 and has held it in 16 quarters since.
  • 256 funds tracked by Wall St. Rank held Certara as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.