PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in CERT — Certara, Inc.

CIK 2145782 WALTHAM, MA

Position in CERT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$169,848

+$15,287 QoQ

Shares Held

25,931

-4.4% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#134

of 240 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $342,049 across 2 Health Information Services names. CERT ranks #2 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SDGR	Schrodinger, Inc.	10,597	$172,201
2	CERT	Certara, Inc. This page	25,931	$169,848

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$169,848	25,931	-4.4%	Shares	Sole	2026-08-07
2026-03-31	$154,561	27,116	-10.8%	Shares	Sole	2026-08-07
2025-12-31	$267,912	30,410	+165.8%	Shares	Sole	2026-08-07
2025-09-30	$139,809	11,441	+1.5%	Shares	Sole	2026-08-07
2025-06-30	$131,929	11,276	-4.9%	Shares	Sole	2026-08-07
2025-03-31	$117,423	11,861	+2.7%	Shares	Sole	2026-08-07
2024-12-31	$122,943	11,544	-0.0%	Shares	Sole	2026-08-07
2024-09-30	$135,215	11,547	+24.9%	Shares	Sole	2026-08-07
2024-06-30	$128,070	9,247	0.0%	Shares	Sole	2026-08-07
2024-03-31	$165,336	9,247	0.0%	Shares	Sole	2026-08-07
2023-12-31	$162,654	9,247	0.0%	Shares	Sole	2026-08-07
2023-09-30	$134,451	9,247	-1.5%	Shares	Sole	2026-08-07
2023-06-30	$170,973	9,389	+56.4%	Shares	Sole	2026-08-07
2023-03-31	$144,756	6,004	-25.1%	Shares	Sole	2026-08-07
2022-12-31	$128,801	8,015	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.