Empirical Wealth Management
CERT icon

Empirical Wealth Management’s Certara CERT Stock Holding History

Empirical Wealth Management’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 		$129K Buy
13,980
+3,899
+39% +$30.8K ﹤0.01% 1121
2026
Q2 		$66K Buy
+10,081
New +$56.8K ﹤0.01% 1049

Other funds holding CERT

Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Kopion Asset Management
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nicholas Company
Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return

Empirical Wealth Management's CERT Position: Q3 2026 in Review

Empirical Wealth Management increased its Certara (CERT) stake by 39% in Q3 2026, buying an estimated $30.8K and bringing the position to 13,980 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Empirical Wealth Management first reported a position in CERT in Q2 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold CERT as of Q3 2026.

  • Empirical Wealth Management held 13,980 shares of Certara worth $129K as of Q3 2026.
  • Empirical Wealth Management bought 3,899 Certara shares in Q3 2026, an estimated $30.8K.
  • Certara made up ﹤0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #1121 holding.
  • Empirical Wealth Management first reported a position in Certara in Q2 2026 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Certara as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.