PWM
CERT icon

Perigon Wealth Management’s Certara CERT Stock Holding History

Perigon 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
Q2 		$80K Buy
+12,220
New +$68.9K ﹤0.01% 1408

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

Perigon Wealth Management's CERT Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Certara (CERT) in Q2 2026: 12,220 shares worth $80K. The stake represents ﹤0.01% of the portfolio and ranks #1408 among its holdings.

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

  • Perigon Wealth Management held 12,220 shares of Certara worth $80K as of Q2 2026.
  • Certara was a new Perigon Wealth Management position in Q2 2026.
  • Certara made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1408 holding.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.