SWM
CERT icon

SHP Wealth Management’s Certara CERT Stock Holding History

SHP 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
Q1 		$370 Buy
65
+45
+225% +$343 ﹤0.01% 1675
2025
Q4 		$176 Buy
+20
New +$206 ﹤0.01% 1473

Other funds holding CERT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SHP Wealth Management's CERT Position: Q1 2026 in Review

SHP Wealth Management increased its Certara (CERT) stake by 225% in Q1 2026, buying an estimated $343 and bringing the position to 65 shares worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

SHP Wealth Management first reported a position in CERT in Q4 2025 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold CERT as of Q1 2026.

  • SHP Wealth Management held 65 shares of Certara worth $370 as of Q1 2026.
  • SHP Wealth Management bought 45 Certara shares in Q1 2026, an estimated $343.
  • Certara made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1675 holding.
  • SHP Wealth Management first reported a position in Certara in Q4 2025 and has held it in 2 quarters since.
  • 256 funds tracked by Wall St. Rank held Certara as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.