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Integrated Wealth Concepts’s Certara CERT Stock Holding History

Integrated Wealth Concepts’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 		$38.6K Buy
+5,888
New +$33.2K ﹤0.01% 3571

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

Integrated Wealth Concepts's CERT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Certara (CERT) in Q2 2026: 5,888 shares worth $38.6K. The stake represents ﹤0.01% of the portfolio and ranks #3571 among its holdings.

241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Integrated Wealth Concepts held 5,888 shares of Certara worth $38.6K as of Q2 2026.
  • Certara was a new Integrated Wealth Concepts position in Q2 2026.
  • Certara made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3571 holding.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.