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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Certara CERT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$170K Sell
25,931
-1,185
-4% -$6.68K 0.05% 190
2026
Q1 		$155K Sell
27,116
-3,294
-11% -$25.1K 0.05% 185
2025
Q4 		$268K Buy
30,410
+18,969
+166% +$195K 0.08% 147
2025
Q3 		$140K Buy
11,441
+165
+1% +$1.8K 0.04% 176
2025
Q2 		$132K Sell
11,276
-585
-5% -$6.92K 0.04% 169
2025
Q1 		$117K Buy
11,861
+317
+3% +$3.85K 0.04% 179
2024
Q4 		$123K Sell
11,544
-3
-0% -$33 0.05% 175
2024
Q3 		$135K Buy
11,547
+2,300
+25% +$30.4K 0.07% 127
2024
Q2 		$128K Hold
9,247
– – 0.07% 128
2024
Q1 		$165K Hold
9,247
– – 0.11% 106
2023
Q4 		$163K Hold
9,247
– – 0.1% 108
2023
Q3 		$134K Sell
9,247
-142
-2% -$2.39K 0.1% 109
2023
Q2 		$171K Buy
9,389
+3,385
+56% +$71.5K 0.13% 91
2023
Q1 		$145K Sell
6,004
-2,011
-25% -$39.7K 0.11% 101
2022
Q4 		$129K Buy
+8,015
New +$116K 0.11% 101

Other funds holding CERT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CERT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Certara (CERT) stake by 4.4% in Q2 2026, selling an estimated $6.68K and leaving 25,931 shares worth $170K. The position accounts for 0.05% of the portfolio, ranked #190.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CERT in Q4 2022 and has held it in 15 quarters since. The position peaked at $268K in Q4 2025. 88 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 25,931 shares of Certara worth $170K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,185 Certara shares in Q2 2026, an estimated $6.68K.
  • Certara made up 0.05% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #190 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Certara in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Certara position peaked at $268K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.