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Pinnacle Wealth Planning Services’s Certara CERT Stock Holding History

Pinnacle Wealth Planning Services’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 		$18.6K Buy
2,840
+1,877
+195% +$10.6K ﹤0.01% 1811
2026
Q1 		$5.49K Buy
963
+749
+350% +$5.72K ﹤0.01% 2235
2025
Q4 		$1.89K Buy
+214
New +$2.2K ﹤0.01% 2492

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

Pinnacle Wealth Planning Services's CERT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Certara (CERT) stake by 195% in Q2 2026, buying an estimated $10.6K and bringing the position to 2,840 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Pinnacle Wealth Planning Services first reported a position in CERT in Q4 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,840 shares of Certara worth $18.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,877 Certara shares in Q2 2026, an estimated $10.6K.
  • Certara made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1811 holding.
  • Pinnacle Wealth Planning Services first reported a position in Certara in Q4 2025 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.