Creative Planning
CERT icon

Creative Planning’s Certara CERT Stock Holding History

Creative Planning’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 		$1.29M Buy
197,230
+118,313
+150% +$667K ﹤0.01% 2443
2026
Q1 		$450K Buy
78,917
+68,270
+641% +$521K ﹤0.01% 3106
2025
Q4 		$93.8K Sell
10,647
-66
-0.6% -$680 ﹤0.01% 3724
2025
Q3 		$131K Buy
+10,713
New +$117K ﹤0.01% 3623
2025
Q1 		– Sell
-58
Closed -$618 – 3510
2024
Q4 		$618 Buy
+58
New +$630 ﹤0.01% 3558

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

Creative Planning's CERT Position: Q2 2026 in Review

Creative Planning increased its Certara (CERT) stake by 150% in Q2 2026, buying an estimated $667K and bringing the position to 197,230 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

Creative Planning first reported a position in CERT in Q4 2024 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Creative Planning held 197,230 shares of Certara worth $1.29M as of Q2 2026.
  • Creative Planning bought 118,313 Certara shares in Q2 2026, an estimated $667K.
  • Certara made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2443 holding.
  • Creative Planning first reported a position in Certara in Q4 2024 and has held it in 5 quarters since.
  • 242 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.