Twin Peaks Wealth Advisors’s Certara CERT Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-47	Closed	-$268	–	571
2026 Q1	$268	Buy	+47	New	+$359	﹤0.01%	2126

Other funds holding CERT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twin Peaks Wealth Advisors's CERT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Certara (CERT) in Q2 2026, closing a stake of 47 shares — an estimated $268 sold.

Twin Peaks Wealth Advisors first reported a position in CERT in Q1 2026 and held it in 1 quarter. The position peaked at $268 in Q1 2026. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 47 Certara shares in Q2 2026, an estimated $268.
Twin Peaks Wealth Advisors first reported a position in Certara in Q1 2026 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Certara position peaked at $268 in Q1 2026.
241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.