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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's CERT Position: Q1 2026 in Review

Creative Planning increased its Certara (CERT) stake by 641% in Q1 2026, buying an estimated $521K and bringing the position to 78,917 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #3106.

Creative Planning first reported a position in CERT in Q4 2024 and has held it in 4 quarters since. 254 funds tracked by Wall St. Rank hold CERT as of Q1 2026.

  • Creative Planning held 78,917 shares of Certara worth $450K as of Q1 2026.
  • Creative Planning bought 68,270 Certara shares in Q1 2026, an estimated $521K.
  • Certara made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3106 holding.
  • Creative Planning first reported a position in Certara in Q4 2024 and has held it in 4 quarters since.
  • 254 funds tracked by Wall St. Rank held Certara as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.